Morningstar

Delaware Ivy Large Cap Growth Fund R6 ILGRX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 39.58  /  +0.43 %
  • Total Assets 8.3 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:50 PM GMT+0

Morningstar’s Analysis ILGRX

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

  • People Pillar

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

Risk-conscious.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Ivy Large Cap Growth’s disciplined investment approach provides a relatively comfortable ride without sacrificing substantial upside potential.

by Robby Greengold
Rated on Published on

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Portfolio Holdings ILGRX

More ILGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.6
Top 10 Holdings
% Portfolio Weight
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