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Delaware Ivy Small Cap Growth Fund Class Y: (MF: WSCYX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$18.31 USD
-0.50 (-2.66%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in September 1992 and is managed by Waddell & Reed Investment Management Company (WRIMCO). The fund seeks growth of capital. The fund seeks to achieve its goal by investing primarily in common stocks of domestic and foreign companies whose market capitalizations are within the range of capitalizations of companies included in the Lipper Small Cap Category (small cap stocks). The fund emphasizes relatively new or unseasoned companies in their early stages of development or smaller companies positioned in new or emerging industries where there is opportunity for rapid growth. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Delaware Ivy Small Cap Growth Y | WSCYX | NA | NA | 0.00 | 0.25 | 0.84 | 1.14 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Ivy Small Cap Growth C | WRGCX | 6.79 | 9/21/1992 | 0.00 | 8.39 | -6.42 | 4.30 |
| Ivy Small Cap Growth Y | WSCYX | 18.31 | 12/29/1995 | 0.00 | 9.26 | -5.67 | 5.13 |
| Ivy Small Cap Growth A | WSGAX | 12.56 | 7/3/2000 | 0.00 | 9.27 | -5.68 | 5.11 |
| Ivy Small Cap Growth R | WSGRX | 11.80 | 1/13/2006 | 0.00 | 8.93 | -5.96 | 4.78 |
| Ivy Small Cap Growth I | IYSIX | 21.39 | 4/4/2007 | 0.00 | 9.56 | -5.40 | 5.47 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Delaware Ivy Small Cap Growth Y | WSCYX | 0 | 0 | 0 | A |
Contact Information
| Family | Delaware Investments |
| Address | 2005 Market St. Philadelphia, PA 19103 |
| Phone | 800 523-1918 |