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

Mutual Fund Insights: Ivy Small Cap Growth R Fund (WSGRX)

In-depth Analysis of Ivy Small Cap Growth R Fund (WSGRX)

Mutual fund chart: Ivy Small Cap Growth R Fund (WSGRX)

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See Ivy Small Cap Growth R Fund (WSGRX) performance details as of February 28, 2010

  

    Last Trade: $11.40 on 3/19/2010, Change: -0.13 (-1.13%)
Experiment our closing price forecasting tool for Ivy Small Cap Growth R Fund (WSGRX) (alpha release)

  

Fund Manager - Gilbert Scott

Fund Manager Tenure: 6.6 years   [Similar Funds: WSGAX  WSGBX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Gilbert Scott is senior vice president of WRIMCO and IICO, vice president of the fund and vice president of another investment company for which IICO serves as investment manager. Gilbert Scott joined Waddell & Reed in 1997 and had served as assistant portfolio manager of small cap institutional accounts from September 2000 to August 2003. Gilbert Scott holds the Chartered Financial Analyst designation.  Get more insights on Gilbert Scott

  

What we like about Ivy Small Cap Growth R Fund (WSGRX) What we like about Ivy Small Cap Growth R Fund (WSGRX)

Data for Ivy Small Cap Growth R Fund (WSGRX) as of February 28, 2010

  • Ivy Small Cap Growth R Fund (WSGRX) management has been with Ivy Small Cap Growth R Fund for 6.6 years
  • Ivy Small Cap Growth R Fund (WSGRX) has good short-term performance (1-year return 65.51% vs 60.01 % Small Growth category average)
  • Ivy Small Cap Growth R Fund (WSGRX) has good Long-term performance (5-year return 2.73% vs 0.80 % Small Growth category average)
  • Ivy Small Cap Growth R Fund (WSGRX) has a Morningstar rating of 4 and above
  • Ivy Small Cap Growth R Fund (WSGRX) has an annual stock turnover rate of 85.00% vs Small Growth average of 136.50%. It is good that Ivy Small Cap Growth R management does not trade extensively for its return.
  • Ivy Small Cap Growth R Fund (WSGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.31, lower than category average of 24.99

  

What we are cautious about Ivy Small Cap Growth R Fund (WSGRX) What we are cautious about Ivy Small Cap Growth R Fund (WSGRX)

Data for Ivy Small Cap Growth R Fund (WSGRX) as of February 28, 2010

  • Ivy Small Cap Growth R Fund is a focused fund with 34.86% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Ivy Small Cap Growth R Fund (WSGRX) has a less-than-ideal mid-term performance (3-year return -1.37% vs -5.64 % Small Growth category average)
  • Ivy Small Cap Growth R Fund (WSGRX) ratio of up-years vs down years can be improved
  • Ivy Small Cap Growth R Fund (WSGRX) has a higher management fee of 1.63% than its Small Growth average of 1.60%
  • Even though Ivy Small Cap Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Ivy Small Cap Growth R Fund (WSGRX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Growth category?

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Ivy Small Cap Growth R Fund (WSGRX) Net Asset

Track net asset change of Ivy Small Cap Growth R fund (WSGRX)

DateNet Asset
02/2010$391.79M
01/2010$2.80M
11/2009$2.67M
More historic net asset information on Ivy Small Cap Growth R Fund (WSGRX)

  

Ivy Small Cap Growth R Fund (WSGRX) Portfolio Allocation

Track portfolio allocation change of Ivy Small Cap Growth R fund (WSGRX)

DateCashStockBondOther
09/20093.35%96.66%0%0%
06/20097.28%92.72%0%0%
03/20096.35%93.65%0%0%
Click here to see more historic asset allocation information on Ivy Small Cap Growth R Fund (WSGRX)

  

Most Recent Top 10 Holdings in Ivy Small Cap Growth R Fund (WSGRX)

Discover what Ivy Small Cap Growth R Fund (WSGRX) manager is buying

30-Sep-09
Portfolio Recovery Associates, [4.84%]
Capella Education Company [4.66%]
MICROS Systems, Inc. [4.38%]
NuVasive, Inc. [3.34%]
Scientific Games Corp [3.12%]
Stratasys, Inc. [3.06%]
DTS, Inc. [3%]
LKQ Corporation [2.73%]
ALBERTO-CULVER CO [2.69%]
GREENHILL & CO [2.6%]

30-Jun-09
Portfolio Recovery Associates, [5.02%]
Capella Education Company [4.56%]
MICROS Systems, Inc. [4.47%]
Scientific Games Corp [3.78%]
DTS, Inc. [3.61%]
NuVasive, Inc. [3.34%]
Microchip Technology Incorporat [2.86%]
LKQ Corporation [2.7%]
ALBERTO-CULVER CO [2.66%]
Volcano Corporation [2.55%]

31-Mar-09
DRIL QUIP INC [4.8%]
MICROS Systems, Inc. [4.64%]
Portfolio Recovery Associates, [4.28%]
ACI Worldwide, Inc. [3.86%]
DTS, Inc. [3.83%]
Scientific Games Corp [3.82%]
Blackboard Inc. [3.63%]
FACTSET RESEARCH SYS [3.58%]
Resources Connection, Inc. [3.37%]

Click here for Stock Holding Change Map in Ivy Small Cap Growth R Fund (WSGRX)

  

Related books and products to Ivy Small Cap Growth R Fund (WSGRX)

  

Latest News on Ivy Small Cap Growth R (WSGRX)

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