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: | 1.92M | | Year-to-Date Return: | 39.98% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-05 |
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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 |
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| 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:
| 132.16% |
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| Expense | WMGRX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$N/A | $707 | | 5 Yr Expense Projection*: |
$N/A | $1,038 | | 10 Yr Expense Projection*: |
$N/A | $2,057 |
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0.17 (1.37%)
