Mutual Fund Insights: Ivy Micro Cap Growth Y Fund (IGWYX)

In-depth Analysis of Ivy Micro Cap Growth Y Fund (IGWYX)

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See Ivy Micro Cap Growth Y Fund (IGWYX) performance details as of January 31, 2010

  

Last Trade: $15.47 on 3/19/2010, Change: -0.13 (-0.83%)

Experiment our closing price forecasting tool for Ivy Micro Cap Growth Y Fund (IGWYX) (alpha release)

  

Fund Manager - Carl M. Wiese

Fund Manager Tenure: 1.1 years   [Similar Funds: IGWAX  IGWBX  IGWCX  IGWIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

As a portfolio manager and member of the investment strategy group, Mr. Wiese specializes in business services, materials, financials as well as non-traditional areas of growth. He has 19 years of experience, and has been a member of the investment management team for 9 years. Prior to joining Wall Street Associates, Carl worked for 4 years as an analyst/portfolio manager at Hokanson Capital Management, as well as 4 years at William O'Neil & Company as an analyst.  Get more insights on Carl M. Wiese

  

 What we like about Ivy Micro Cap Growth Y Fund (IGWYX)

Data for Ivy Micro Cap Growth Y Fund (IGWYX) as of January 31, 2010

• Ivy Micro Cap Growth Y Fund (IGWYX) has an annual stock turnover rate of 5.00% vs Small Growth average of 131.92%. It is good that Ivy Micro Cap Growth Y management does not trade extensively for its return.

  

 What we are cautious about Ivy Micro Cap Growth Y Fund (IGWYX)

Data for Ivy Micro Cap Growth Y Fund (IGWYX) as of January 31, 2010

• Ivy Micro Cap Growth Y Fund (IGWYX) management has been with Ivy Micro Cap Growth Y Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• Ivy Micro Cap Growth Y Fund (IGWYX) has a higher management fee of 2.10% than its Small Growth average of 1.60%
• Even though Ivy Micro Cap Growth Y Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Ivy Micro Cap Growth Y Fund (IGWYX) performance details as of January 31, 2010

  

  

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Ivy Micro Cap Growth Y Fund (IGWYX) Net Asset

Track net asset change of Ivy Micro Cap Growth Y fund (IGWYX)

Date	Net Asset
01/2010	N/A
11/2009	$150.00K
10/2009	$150.00K

More historic net asset information on Ivy Micro Cap Growth Y Fund (IGWYX)

  

Ivy Micro Cap Growth Y Fund (IGWYX) Portfolio Allocation

Track portfolio allocation change of Ivy Micro Cap Growth Y fund (IGWYX)

Date	Cash	Stock	Bond	Other
09/2009	3.86%	96.14%	0%	0%
06/2009	3.81%	96.19%	0%	0%
03/2009	7.95%	97.51%	0%	0%

Click here to see more historic asset allocation information on Ivy Micro Cap Growth Y Fund (IGWYX)

  

Most Recent Top 10 Holdings in Ivy Micro Cap Growth Y Fund (IGWYX)

Discover what Ivy Micro Cap Growth Y Fund (IGWYX) manager is buying

30-Sep-09 CommVault Systems, Inc. [2.63%] Grand Canyon Education, Inc. [2.51%] Omniture, Inc. [2.33%] Westport Innovations Inc [1.95%] True Religion Apparel, Inc. [1.94%] Phase Forward Incorporated [1.94%] NetLogic Microsystems, Inc. [1.84%] NetScout Systems, Inc. [1.69%] Questcor Pharmaceuticals, Inc. [1.63%] Health Grades, Inc. [1.63%]

30-Jun-09 CommVault Systems, Inc. [2.8%] Grand Canyon Education, Inc. [2.59%] Phase Forward Incorporated [2.46%] Auxilium Pharmaceuticals, Inc. [2.44%] Westport Innovations Inc [2.19%] Allos Therapeutics, Inc. [2.19%] NATCO GROUP INC [2.02%] True Religion Apparel, Inc. [1.97%] The Ultimate Software Group, In [1.89%] Rentrak Corporation [1.86%]

31-Mar-09 Phase Forward Incorporated [2.63%] Citi Trends, Inc. [2.56%] The Ultimate Software Group, In [2.47%] Auxilium Pharmaceuticals, Inc. [2.45%] InterMune, Inc. [2.43%] Neutral Tandem, Inc. [2.37%] Questcor Pharmaceuticals, Inc. [2.31%] CommVault Systems, Inc. [2.25%] NetLogic Microsystems, Inc. [2.21%] NATCO GROUP INC [2.11%]

Click here for Stock Holding Change Map in Ivy Micro Cap Growth Y Fund (IGWYX)

  

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Latest News on Ivy Micro Cap Growth Y (IGWYX)

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See more information on Ivy Micro Cap Growth Y Fund (IGWYX)

• Ivy Micro Cap Growth Y Fund Insights
• Ivy Micro Cap Growth Y Fund Performance Data
• Ivy Micro Cap Growth Y Fund News
• Ivy Micro Cap Growth Y Fund Score Explaination
• Ivy Micro Cap Growth Y Fund Manager Information
• Historic Ivy Micro Cap Growth Y Fund Asset Allocation Report
• Historic Ivy Micro Cap Growth Y Fund Top 10 Holding Tracking
• Historic Ivy Micro Cap Growth Y Fund Asset Under Management Tracking