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Delaware Ivy Mid Cap Growth Fund Class A: (MF: WMGAX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$27.02 USD
+0.22 (0.82%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in July 2000 and is managed by Waddell & Reed Investment Management Company (WRIMCO). The fund seeks growth of capital. The fund seeks to achieve its goal by investing primarily in common stocks of U.S. and foreign companies whose market capitalizations are within the range of capitalizations of companies comprising the Russell Mid-Cap Growth Index (Russell Mid-Cap) and that WRIMCO believes offer above-average growth potential. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth A | WMGAX | 5.75 | NA | 0.00 | 0.25 | 0.79 | 1.04 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Ivy Mid Cap Growth C | WMGCX | 18.70 | 7/3/2000 | 0.00 | 1.47 | -4.96 | 8.66 |
| Ivy Mid Cap Growth Y | WMGYX | 28.52 | 7/10/2000 | 0.00 | 2.24 | -4.22 | 9.51 |
| Ivy Mid Cap Growth A | WMGAX | 27.02 | 6/30/2000 | 0.00 | 2.26 | -4.23 | 9.50 |
| Ivy Mid Cap Growth R | WMGRX | 24.82 | 1/13/2006 | 0.00 | 2.00 | -4.52 | 9.14 |
| Ivy Mid Cap Growth I | IYMIX | 30.57 | 4/4/2007 | 0.00 | 2.49 | -3.95 | 9.87 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth A | WMGAX | 1000 | 100 | 250 | A |
Contact Information
| Family | Delaware Investments |
| Address | 2005 Market St. Philadelphia, PA 19103 |
| Phone | 800 523-1918 |