Mutual Funds - Profile

Ivy Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital return by investing in mid-size companies in the United States.

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

More

Price

  • Last Close
  • $37.97
    +0.24
  • 52 Week HL
  • $42.07 - $33.61
  • Net Assets
  • $8100 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Mar 18, 2021

Company Holding
CoStar Group 3.4
Chipotle Mexican 3.3
MarketAxess Holdings 2.9
Twilio Inc. 2.8
Electronic Arts 2.7
Company Holding
Monolithic Power 2.7
Teradyne Inc 2.5
DocuSign, Inc. 2.5
DexCom Inc 2.3
Fastenal Company 2.2
Total 27.3%

Manager

  • Name
  • Kimberly A. Scott
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-7 % YTD

  • 3 Year
  • 61%
  • 5 Year
  • 112.4%
  • Best
  • 49%
    2009
  • Worst
  • -37.92%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WMGYX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7% 1.9% -18.4% 21.2% 4.7% 6.7% -0.8% 3.9% 1.2% 9.3% -
Q2 - 9.2% 37% 3.5% 9.2% 5.7% 2.7% -0.6% 2.5% 2.1% -
Q3 - 5.3% 10.6% -0.4% 7.8% 5.1% 4.3% -11.7% -2.1% 8.2% -
Q4 - -6.5% 9.3% 3.1% -16.6% 6.4% -0.2% 3% 6.3% 7.1% -

Returns +
M

J F M A M J J A S O N D
2022 -7% - - - - - - - - - - -
2021 1.1% 2.2% -1.4% 5.6% -1.4% 4.9% 3.4% 1.1% 0.7% -1.8% -0.3% -9.9%

Annual
Return

Index Comparison

Alpha

NAV