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Ivy Mid Cap Growth E (IMCEX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Mid Cap Growth E (IMCEX) Fund

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Graph of Ivy Mid Cap Growth E Fund (IMCEX) ManagerFund Manager - Kimberly A. Scott

Fund Manager Information

Fund Manager Tenure: 18.3 years
Fund Family: Ivy Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)
Scott is vice president with Waddell & Reed Investment Management Co, which she joined in April 1999 as an investment analyst. She worked previously as an equity analyst at Bartlett & Company from 1994 through 1999. She served as an investment analyst with WRIMCO from April 1999 to February 2001. Scott holds the Chartered Financial Analyst designation.  Get more insights on Kimberly A. Scott

 

Graph of Ivy Mid Cap Growth E Fund (IMCEX) ProfileIvy Mid Cap Growth E Fund (IMCEX) Profile

Fund Profile and Description

Ivy Mid Cap Growth E Fund seeks to provide growth. Ivy Mid Cap Growth E Fund invests in common stocks of mid cap companies that the manager believes offer above-average growth potential. It primarily invests at least 80% of net assets in the securities of mid-cap companies, which typically are companies with market capitalizations that may range between $1 billion and $10 billion.

 

Ivy Mid Cap Growth E (IMCEX) Fund Strength What we like about Ivy Mid Cap Growth E (IMCEX) Fund

Data for Ivy Mid Cap Growth E Fund (IMCEX) as of May 30, 2016

  • Ivy Mid Cap Growth E Fund (IMCEX) management has been with Ivy Mid Cap Growth E Fund for 18.3 years
  • Ivy Mid Cap Growth E Fund (IMCEX) has an annual stock turnover rate of 35.00% vs Mid-Cap Growth average of 50.96%. It is good that Ivy Mid Cap Growth E management does not trade extensively for its return.
  • Ivy Mid Cap Growth E Fund (IMCEX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.86, lower than category average of 13.49

Ivy Mid Cap Growth E Fund (IMCEX) Weakness What we are cautious about Ivy Mid Cap Growth E (IMCEX) Fund

Data for Ivy Mid Cap Growth E Fund (IMCEX) as of May 30, 2016

  • Ivy Mid Cap Growth E Fund (IMCEX) has a less-than-ideal short-term performance (1-year return -7.63% vs -5.73% Mid-Cap Growth category median performance)
  • Ivy Mid Cap Growth E Fund (IMCEX) has a less-than-ideal mid-term performance (3-year return 6.41% vs 8.38% Mid-Cap Growth category median performance)
  • Ivy Mid Cap Growth E Fund (IMCEX) has a less-than-ideal Long-term performance (5-year return 6.58% vs 7.70% Mid-Cap Growth category median performance)
  • Ivy Mid Cap Growth E Fund (IMCEX) ratio of up-years vs down years can be improved
  • Ivy Mid Cap Growth E Fund (IMCEX) has a Morningstar rating of 3 and below
  • Ivy Mid Cap Growth E Fund (IMCEX) is less safe compared to its Mid-Cap Growth peers
  • Ivy Mid Cap Growth E Fund (IMCEX) has a higher expense ratio of 1.60% than its Mid-Cap Growth average of 1.28%
  • Ivy Mid Cap Growth E Fund (IMCEX) carries a 5.75% load
  • Asset base in Ivy Mid Cap Growth E Fund (IMCEX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Ivy Mid Cap Growth E Fund (IMCEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Mid Cap Growth E Fund (IMCEX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Mid Cap Growth E2.73-7.636.416.58
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Ivy Mid Cap Growth E Fund (IMCEX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Ivy Mid Cap Growth E Fund (IMCEX) Net Asset TrackingIvy Mid Cap Growth E (IMCEX) Fund Net Asset

Track net asset change of Ivy Mid Cap Growth E fund (IMCEX)

DateNet Asset
05/2016$3.01B
03/2016$3.05B
02/2016$3.09B
More historic net asset information on Ivy Mid Cap Growth E Fund (IMCEX)

  

Graph of Ivy Mid Cap Growth E Fund (IMCEX) Portfolio TrackingIvy Mid Cap Growth E (IMCEX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Mid Cap Growth E fund (IMCEX)

DateCashStockBondOther
03/20160%100%0%0%
12/20150%99.63%0.01%0.36%
09/20150%99.66%0.05%0.29%
Click here to see more historic asset allocation information on Ivy Mid Cap Growth E Fund (IMCEX)

 

graph of Ivy Mid Cap Growth E Fund (IMCEX) Top 10 Position TrackingTop 10 Holdings in Ivy Mid Cap Growth E (IMCEX) Fund

Discover what Ivy Mid Cap Growth E Fund (IMCEX) manager is buying

Mar 30, 2016
Fastenal Company [3.65%]
Zoetis Inc. Class A Common Stoc [3%]
Intuitive Surgical, Inc. [2.92%]
Electronic Arts Inc. [2.8%]
CME Group Inc. [2.74%]
Microchip Technology Incorporat [2.62%]
Mead Johnson Nutrition Company [2.54%]
Fortune Brands Home & Security, [2.47%]
Mattel, Inc. [2.46%]
Northern Trust Corporation [2.45%]

Dec 30, 2015
Electronic Arts Inc. [3.12%]
Intuitive Surgical, Inc. [3.09%]
Zoetis Inc. Class A Common Stoc [3.07%]
Northern Trust Corporation [2.94%]
Fastenal Company [2.83%]
Fortune Brands Home & Security, [2.64%]
CoStar Group, Inc. [2.63%]
CME Group Inc. [2.59%]
Microchip Technology Incorporat [2.55%]
Signature Bank [2.44%]

Sep 29, 2015
Northern Trust Corporation [2.96%]
Pandora Media, Inc. Common Stoc [2.85%]
Intuitive Surgical, Inc. [2.82%]
Electronic Arts Inc. [2.75%]
Signature Bank [2.45%]
Fortune Brands Home & Security, [2.44%]
CME Group Inc. [2.42%]
Zoetis Inc. Class A Common Stoc [2.41%]
Microchip Technology Incorporat [2.39%]
FIRST REPUBLIC BANK Common Stoc [2.25%]
Click here for Stock Holding Change Map in Ivy Mid Cap Growth E Fund (IMCEX)

  

Latest News on Ivy Mid Cap Growth E (IMCEX) Fund

See what is happening with Ivy Mid Cap Growth E Fund (IMCEX)

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Ivy Mid Cap Growth E Fund (IMCEX) Related ResourcesSee more information on Ivy Mid Cap Growth E (IMCEX) Fund

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