WSGAX : Ivy Small Cap Growth Fund Class A

WSGAX is a US Stocks Market Small Growth with HIGH fees.

WSGAX

Ivy Small Cap Growth Fund Class A

FI Score

44 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

44% FI Score
  • wsgax
  • Mutual Fund
  • US Stocks
  • Small Growth

Ivy Small Cap Growth Fund Class A

Expenses: 1.40% (Better than 0% of similar funds)

This is a bad choice for a Small 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, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations within the range of companies in the Russell 2000 Growth Index at the time of acquisition.

Largest Holdings

Amount Holding
3.76% Teladoc Health Inc
3.35% Five9 Inc
2.78% Digital Realty Trust Inc
2.73% Mercury Systems Inc
2.44% eHealth Inc
2.39% Proofpoint Inc
2.30% Monolithic Power Systems Inc
2.24% Wingstop Inc
1.99% Houlihan Lokey Inc Class A
1.98% Insulet Corp
1.95% Knight-Swift Transportation Holdings Inc A
1.95% Varonis Systems Inc
1.91% LHC Group Inc
1.89% Mimecast Ltd
1.69% Nomad Foods Ltd
1.67% AMN Healthcare Services Inc
1.66% HMS Holdings Corp
1.66% John Bean Technologies Corp
1.66% CareDx Inc
1.66% Nexstar Media Group Inc Class A
1.61% Q2 Holdings Inc
1.60% Penumbra Inc
1.58% Tactile Systems Technology Inc
1.57% PetIQ Inc Class A
1.57% Haemonetics Corp

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