Ivy Mid Cap Growth R
6300 Lamar Ave Overland Park KS 66202
Phone: 800-777-6472
| Category: |
Mid-Cap Growth |
| Fund Family: |
Ivy Funds |
| Net Assets: |
3.09M |
| Year-to-Date Return: |
-4.89% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
29-Dec-05 |
|
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: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks to provide 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 $18 billion. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
49.00% |
| Average for Category:
|
138.22% |
|
| Expense |
WMGRX |
Category
Avg |
| Total Expense Ratio: |
1.72%
|
1.46% |
| Max 12b1 Fee: |
0.50%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.68% |
| 3 Yr Expense Projection*: |
$542 |
$651 |
| 5 Yr Expense Projection*: |
$933 |
$1,030 |
| 10 Yr Expense Projection*: |
$2,030 |
$2,053 |
|
|
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