Ivy Science & Technology Y
(WSTYX)
44.18
-0.34
-0.76%
-0.34
-0.76%
MORE ON WSTYX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 44.52 |
| Category | Technology |
| Net Assets | 611.40 Mil |
| Yield | 0.00% |
| Morningstar Risk | Low |
| Morningstar Return | High |
- Last NAV update 6/19/2013 7:43 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. Science and technology companies are companies whose products, processes or services, are being or are expected to be significantly benefited by the use or commercial application of scientific or technological developments or discoveries. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | NA | NA | NA | NA | 19.86% |
| Value ($) | NA | NA | NA | NA | NA |
- Year to date performance as of 6/19/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Ivy Funds |
| Fund Manager | Zachary Shafran |
| Tenure (Years) | 12 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 1.29% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | 1.97% |
| 3 Months | 8.90% |
| 1 Year | 33.95% |
| 3 Years* | 17.86% |
| 5 Years* | 11.03% |
- * Annualized returns
- Performance as of 6/19/2013 12:00 AM ET
PEER COMPARISON
| WSTYX | Technology | |
|---|---|---|
| 5-Yr Return | 11.03% | 6.33% |
| Sharpe Ratio | 1.10 | 1.63 |
| Net Assets | 611.40 Mil | 152.43 Mil |
| Avg Market Cap | 8.11 Bil | 22.65 Bil |
| Avg P/E | 19.56 | 19.65 |
| Portfolio Turnover | 43 | 97 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 90.81% |
| Cash | 0.85% |
| Fixed Income | 0.71% |
| Other | 8.34% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Aspen Technology, Inc. | 6.94% |
| Micron Technology, Inc. | 5.61% |
| Cree, Inc. | 5.54% |
| Alliance Data Systems Corporation | 5.01% |
| Tenet Healthcare Corp | 4.14% |
| ACI Worldwide, Inc. | 4.04% |
| Samsung Electronics Co Ltd | 3.72% |
| Apple Inc | 3.70% |
| Google, Inc. Class A | 3.51% |
| Acxiom Corporation | 3.24% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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