Ivy Mid Cap Growth Fund;I

NAS: IYMIX

GO
/zigman2/quotes/202617087/realtime

$

42.85

Change

-0.04 -0.09%

Jan 22, 2021

YTD return

5.31%

5 yr avg return

26.89%

Total net assets

3.50B

52 week low

52 week high

$21.35

$43.15

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.79%

12 b-1

n/a

Turnover

22.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2020)

3.70

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.76

Beta

1.14

Standard deviation

6.57

R. squared

0.89

Min. Investment

Standard (taxable)

n/a

IRA

n/a

Compare:
Indexes
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  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 4 Tax Efficiency: 3 Expense: 4

YTD Lipper Ranking: Quintile 2 (33th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 5.31% 4.75% 2.40% 33% 2
1yr 50.62% 41.68% 17.80% 28% 2
3yr 26.86% 20.91% 12.80% 14% 1
5yr 26.89% 22.14% 17.40% 12% 1
10yr 15.98% 14.98% 13.9% 24% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$53,458

Fund Comparison

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Mid-Cap Growth Funds

Fund family

Ivy Funds

Fund status

Open

Fund inception

April 2, 2007

Manager

Scott/Brown

Investment Policy

The Fund seeks growth of capital. The Fund seeks to achieve its objective by investing primarily in common stocks of mid cap companies that offer above-average growth potential.

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