Morningstar

Delaware Ivy Mid Cap Growth A WMGAX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 27.99  /  −0.90 %
  • Total Assets 6.6 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 11:01 PM GMT+0

Morningstar’s Analysis WMGAX

Will WMGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WMGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WMGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WMGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming Manager and Name Change for Delaware Ivy Mid Cap Growth; Ratings Unchanged

null Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Analyst Note

Delaware Ivy Mid Cap Growth is getting a new name, and a manager is taking on a new role. The name change to Macquarie Mid Cap Growth will occur on Dec. 31, 2024, reflecting the parent company’s brand name. Meanwhile, comanager Nathan Brown will become director of equity research in June 2024, though Kim Scott and Brad Halverson remain. The strategy’s Average People rating and Morningstar Medalist Ratings are unchanged.

by Katie Rushkewicz Reichart
Published on

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Portfolio Holdings WMGAX

More WMGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology

Pool Corp

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Industrials

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Industrials

Floor & Decor Holdings Inc Class A

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Consumer Cyclical

Bio-Techne Corp

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Healthcare

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