A disciplined investment approach gives Delaware Ivy Large Cap Growth an edge for its cheapest share classes.
Delaware Ivy Large Cap Growth Fund A WLGAX
- NAV / 1-Day Return 33.07 / 0.00
- Total Assets 7.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 20%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 11:16 PM GMT+0
Morningstar’s Analysis WLGAX
Will WLGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.78 | 942.6 Mil | Technology |
NVIDIA Corp | 8.04 | 549.6 Mil | Technology |
Amazon.com Inc | 6.64 | 454.4 Mil | Consumer Cyclical |
Apple Inc | 5.78 | 395.1 Mil | Technology |
Visa Inc Class A | 5.72 | 391.2 Mil | Financial Services |
Alphabet Inc Class A | 5.70 | 390.0 Mil | Communication Services |
UnitedHealth Group Inc | 3.73 | 255.2 Mil | Healthcare |
Motorola Solutions Inc | 3.37 | 230.3 Mil | Technology |
CoStar Group Inc | 3.30 | 225.4 Mil | Real Estate |
VeriSign Inc | 3.00 | 205.3 Mil | Technology |