Morningstar

Delaware Ivy Science and Technology C WSTCX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 30.64  /  +0.26 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.910%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:44 PM GMT+0

Morningstar’s Analysis WSTCX

Will WSTCX 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 WSTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WSTCX 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 WSTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Delaware Ivy Science and Technology C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WSTCX

More WSTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

9.19 536.1 Mil
Communication Services

NVIDIA Corp

8.73 509.0 Mil
Technology

Microsoft Corp

7.29 425.3 Mil
Technology

Seagate Technology Holdings PLC

5.56 324.4 Mil
Technology

Broadcom Inc

5.40 315.1 Mil
Technology

Zebra Technologies Corp Class A

4.59 267.5 Mil
Technology

Amazon.com Inc

4.53 264.4 Mil
Consumer Cyclical

Apple Inc

4.29 250.5 Mil
Technology

ASML Holding NV ADR

3.71 216.2 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.69 215.0 Mil
Technology

Sponsor Center