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Fund Intelligence | Best Managers | WLGYX Insights | WLGYX Score | WLGYX Performance | WLGYX Manager | WLGYX News | WLGYX Allocation | WLGYX Holdings Change

Mutual Fund Insights: Ivy Large Cap Growth Y Fund (WLGYX)

In-depth Analysis of Ivy Large Cap Growth Y Fund (WLGYX)

Mutual fund chart: Ivy Large Cap Growth Y Fund (WLGYX)

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See Ivy Large Cap Growth Y Fund (WLGYX) performance details as of February 28, 2010

  

    Last Trade: $11.89 on 3/19/2010, Change: -0.06 (-0.5%)
Experiment our closing price forecasting tool for Ivy Large Cap Growth Y Fund (WLGYX) (alpha release)

  

Fund Manager - Daniel P. Becker

Fund Manager Tenure: 9.7 years   [Similar Funds: WLGAX  WLGBX  WLGCX  WLGRX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Becker is senior vice president of WRIMCO and IICO, and vice president of other investment companies for which WRIMCO and IICO serve as investment manager. He has been an employee of WRIMCO and its predecessor since October 1989, initially serving as an investment analyst, and has served as a portfolio manager since January 1997. Becker holds the Chartered Financial Analyst designation.  Get more insights on Daniel P. Becker

  

What we like about Ivy Large Cap Growth Y Fund (WLGYX) What we like about Ivy Large Cap Growth Y Fund (WLGYX)

Data for Ivy Large Cap Growth Y Fund (WLGYX) as of February 28, 2010

  • Ivy Large Cap Growth Y Fund (WLGYX) management has been with Ivy Large Cap Growth Y Fund for 9.7 years
  • Ivy Large Cap Growth Y Fund (WLGYX) has good Long-term performance (5-year return 3.13% vs 1.34 % Large Growth category average)
  • Ivy Large Cap Growth Y Fund (WLGYX) ratio of up-years vs down years is greater than 2
  • Ivy Large Cap Growth Y Fund (WLGYX) has a Morningstar rating of 4 and above
  • Ivy Large Cap Growth Y Fund (WLGYX) has an annual stock turnover rate of 76.00% vs Large Growth average of 109.62%. It is good that Ivy Large Cap Growth Y management does not trade extensively for its return.
  • Ivy Large Cap Growth Y Fund (WLGYX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.65, lower than category average of 21.35
  • Ivy Large Cap Growth Y Fund (WLGYX) has a lower management fee than its Large Growth average: 1.06% vs 1.33%

  

What we are cautious about Ivy Large Cap Growth Y Fund (WLGYX) What we are cautious about Ivy Large Cap Growth Y Fund (WLGYX)

Data for Ivy Large Cap Growth Y Fund (WLGYX) as of February 28, 2010

  • Ivy Large Cap Growth Y Fund is a focused fund with 48.50% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Ivy Large Cap Growth Y Fund (WLGYX) has a less-than-ideal short-term performance (1-year return 38.32% vs 51.46 % Large Growth category average)
  • Ivy Large Cap Growth Y Fund (WLGYX) has a less-than-ideal mid-term performance (3-year return -0.84% vs -3.50 % Large Growth category average)
  • Even though Ivy Large Cap Growth Y Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Ivy Large Cap Growth Y Fund (WLGYX) performance details as of February 28, 2010

  

  

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Ivy Large Cap Growth Y Fund (WLGYX) Net Asset

Track net asset change of Ivy Large Cap Growth Y fund (WLGYX)

DateNet Asset
02/2010$865.07M
01/2010$101.00M
11/2009$100.61M
More historic net asset information on Ivy Large Cap Growth Y Fund (WLGYX)

  

Ivy Large Cap Growth Y Fund (WLGYX) Portfolio Allocation

Track portfolio allocation change of Ivy Large Cap Growth Y fund (WLGYX)

DateCashStockBondOther
09/20090.93%99.07%0%0%
06/20091.79%98.21%0%0%
03/20095.94%95.7%0%0%
Click here to see more historic asset allocation information on Ivy Large Cap Growth Y Fund (WLGYX)

  

Most Recent Top 10 Holdings in Ivy Large Cap Growth Y Fund (WLGYX)

Discover what Ivy Large Cap Growth Y Fund (WLGYX) manager is buying

30-Sep-09
Apple Inc. [7.47%]
QUALCOMM Incorporated [5.88%]
Cisco Systems, Inc. [5.22%]
JP MORGAN CHASE CO [4.94%]
Google Inc. [4.87%]
HEWLETT PACKARD CO [4.77%]
COLGATE PALMOLIVE [4.41%]
Gilead Sciences, Inc. [4.29%]
Microchip Technology Incorporat [4.26%]
KOHLS CP [3.89%]

30-Jun-09
QUALCOMM Incorporated [6.4%]
Apple Inc. [5.3%]
Gilead Sciences, Inc. [5.02%]
COLGATE PALMOLIVE [4.83%]
HEWLETT PACKARD CO [4.73%]
Google Inc. [4.69%]
JP MORGAN CHASE CO [3.82%]
Microchip Technology Incorporat [3.75%]
MCDONALDS CP [3.53%]
ABBOTT LABORATORIES [3.37%]

31-Mar-09
QUALCOMM Incorporated [5.31%]
Gilead Sciences, Inc. [5.21%]
ABBOTT LABORATORIES [5.2%]
WAL MART STORES [4.95%]
COLGATE PALMOLIVE [4.81%]
MONSANTO COMPANY [4.74%]
Apple Inc. [4.7%]
HEWLETT PACKARD CO [4.43%]
MCDONALDS CP [4.27%]
Google Inc. [4.16%]
Click here for Stock Holding Change Map in Ivy Large Cap Growth Y Fund (WLGYX)

  

Related books and products to Ivy Large Cap Growth Y Fund (WLGYX)

  

Latest News on Ivy Large Cap Growth Y (WLGYX)

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