WLGAX : Ivy Large Cap Growth Fund Class A

WLGAX is a US Stocks Market Large Growth with HIGH fees.

WLGAX

Ivy Large Cap Growth Fund Class A

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

52% FI Score
  • wlgax
  • Mutual Fund
  • US Stocks
  • Large Growth

Ivy Large Cap Growth Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of common stocks issued by large-capitalization, growth-oriented companies with above-average levels of profitability and that the advisor believes have the ability to sustain growth over the long term. Under normal circumstances, it invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition.

Largest Holdings

Amount Holding
9.51% Microsoft Corp
6.32% Apple Inc
5.41% Amazon.com Inc
4.81% Visa Inc Class A
4.19% Alphabet Inc A
3.27% Coca-Cola Co
3.11% Motorola Solutions Inc
2.97% Adobe Inc
2.96% Cerner Corp
2.69% NVIDIA Corp
2.65% Facebook Inc A
2.09% The Home Depot Inc
2.08% Electronic Arts Inc
2.07% Booking Holdings Inc
2.06% Intuit Inc
2.05% Stanley Black & Decker Inc
2.00% Tractor Supply Co
1.93% PayPal Holdings Inc
1.91% Vertex Pharmaceuticals Inc
1.90% Caterpillar Inc
1.87% UnitedHealth Group Inc
1.80% S&P Global Inc
1.76% Nike Inc B
1.69% Ferrari NV
1.59% VeriSign Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo