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New York Markets Open in:

Ivy Mid Cap Growth Fund;I

NAS: IYMIX

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/zigman2/quotes/202617087/realtime

$

36.04

Change

-0.28 -0.77%

Sep 17, 2020

YTD return

20.58%

5 yr avg return

17.08%

Total net assets

2.98B

52 week low

52 week high

$21.35

$38.99

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 (2019)

1.50

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.54

Beta

1.15

Standard deviation

6.19

R. squared

0.88

Min. Investment

Standard (taxable)

n/a

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • 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 (25th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 20.58% 14.69% 5.30% 25% 2
1yr 28.78% 20.48% 13.80% 19% 1
3yr 21.94% 16.42% 12.50% 11% 1
5yr 17.08% 13.51% 13.30% 13% 1
10yr 14.9% 13.96% 13.9% 25% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$45,412

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

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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