WSTAX : Ivy Science And Technology Fund Class A

WSTAX is a Sector Equity Market Technology with HIGH fees.

WSTAX

Ivy Science And Technology Fund Class A

FI Score

44 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

44% FI Score
  • wstax
  • Mutual Fund
  • Sector Equity
  • Technology

Ivy Science And Technology Fund Class A

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Technology Sector Equity fund. See why ยป

Fund Summary

The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.

Largest Holdings

Amount Holding
11.05% Microsoft Corp
6.45% Apple Inc
5.55% Facebook Inc A
5.52% Vertex Pharmaceuticals Inc
4.78% Micron Technology Inc
4.58% Alibaba Group Holding Ltd ADR
4.49% Aspen Technology Inc
3.90% Cerner Corp
3.56% Amazon.com Inc
3.53% ACI Worldwide Inc
3.31% WNS (Holdings) Ltd ADR
3.14% ASML Holding NV ADR
3.07% Universal Display Corp
2.70% Euronet Worldwide Inc
2.39% Alphabet Inc A
2.39% Alphabet Inc Class C
2.22% Qualcomm Inc
2.02% QTS Realty Trust Inc Class A
2.00% Infineon Technologies AG
1.52% NVIDIA Corp
1.45% Ionis Pharmaceuticals Inc
1.34% ServiceNow Inc
1.32% Sarepta Therapeutics Inc
1.26% Teladoc Health Inc
1.24% Taiwan Semiconductor Manufacturing Co Ltd ADR

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