Ivy Mid Cap Growth I
6300 Lamar Ave Overland Park KS 66202
Phone: 800-777-6472
| Category: |
Mid-Cap Growth |
| Fund Family: |
Ivy Funds |
| Net Assets: |
560.00K |
| Year-to-Date Return: |
N/A |
| Yield: |
% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
02-Apr-07 |
|
Kimberly A. Scott
Lead Manager since
09-Feb-01 |
|
| Scott is vice president with Waddell & Reed Investment Management Co, which she joined in April 1999 as an investment analyst. She worked previously as an equity analyst at Bartlett & Company from 1994 through 1999. She served as an investment analyst with WRIMCO from April 1999 to February 2001. Scott holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks capital growth. The fund invests primarily in common stocks of domestic and, to a lesser extent, foreign mid cap companies that offer above-average growth potential. It invests at least 80% of assets in the securities of mid cap companies, which are typically companies with market capitalizations that range between $1 billion and $15 billion. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
25.00% |
| Average for Category:
|
114.05% |
|
| Expense |
IYMIX |
Category
Avg |
| Total Expense Ratio: |
%
|
1.51% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
0.00%
|
2.69% |
| 3 Yr Expense Projection*: |
$368 |
$697 |
| 5 Yr Expense Projection*: |
$638 |
$1,089 |
| 10 Yr Expense Projection*: |
$1,409 |
$2,172 |
|
|
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