Morningstar

Delaware Ivy Small Cap Growth Y WSCYX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 19.77  /  +0.41 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

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

Morningstar’s Analysis WSCYX

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

  • People Pillar

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

Reasonable but not compelling.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Delaware Ivy Small Cap Growth, which at the end of 2024 will be renamed to Macquarie Small Cap Growth, has in place a reasonable investment process run by veteran portfolio managers, but their advantages remain elusive. The following text is from June 30, 2023.

by Robby Greengold
Rated on Published on

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Portfolio Holdings WSCYX

More WSCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

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Industrials

Clean Harbors Inc

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Industrials

Vericel Corp

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Healthcare

Verra Mobility Corp Class A

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Industrials

Red Rock Resorts Inc Class A

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Consumer Cyclical

Varonis Systems Inc

2.24 30.7 Mil
Technology

Integer Holdings Corp

1.91 26.1 Mil
Healthcare

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