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Ivy Science & Technology A (WSTAX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Science & Technology A (WSTAX) Fund

    Last Trade: $52.98 on 7/31/2014, Change: -1.53 (-2.81%)

 

Graph of Ivy Science & Technology A Fund (WSTAX) ManagerFund Manager - Zachary Shafran

Fund Manager Information

Fund Manager Tenure: 13.5 years
Similar Funds: WSTBX  WSTCX  WSTRX  WSTYX 
Fund Family: Ivy Funds
Fund Category: Technology
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)
Shafran is senior vice president of IICO and WRIMCO, vice president of Ivy Funds, Inc. and vice president of other investment companies for which WRIMCO serves as investment manager. Shafran has served as a portfolio manager for investment companies managed by WRIMCO since January 1996. He served as an investment analyst with WRIMCO and its predecessor from June 1990 to January 1996.  Get more insights on Zachary Shafran

 

Graph of Ivy Science & Technology A Fund (WSTAX) ProfileIvy Science & Technology A Fund (WSTAX) Profile

Fund Profile and Description

Ivy Science & Technology A Fund seeks long-term capital growth. Ivy Science & Technology A Fund invests normally at least 80% of net assets in securities of science or technology companies or companies benefited by the application of scientific or technological discoveries. It may also invest in companies that utilize science and/or technology to improve their existing business even though the business is not within the science and technology industries. Ivy Science & Technology A Fund may invest in companies of any size, and may invest without limitation in foreign securities.

 

Ivy Science & Technology A (WSTAX) Fund Strength What we like about Ivy Science & Technology A (WSTAX) Fund

Data for Ivy Science & Technology A Fund (WSTAX) as of Jun 29, 2014

  • Ivy Science & Technology A Fund (WSTAX) management has been with Ivy Science & Technology A Fund for 13.5 years
  • Ivy Science & Technology A Fund (WSTAX) has good short-term performance (1-year return 33.96% vs 32.28% Technology category median performance)
  • Ivy Science & Technology A Fund (WSTAX) has good mid-term performance (3-year return 22.03% vs 12.43% Technology category median performance)
  • Ivy Science & Technology A Fund (WSTAX) has good Long-term performance (5-year return 21.26% vs 18.52% Technology category median performance)
  • Ivy Science & Technology A Fund (WSTAX) ratio of up-years vs down years is greater than 2
  • Ivy Science & Technology A Fund (WSTAX) has a Morningstar rating of 4 and above
  • Asset base in Ivy Science & Technology A Fund (WSTAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Ivy Science & Technology A Fund (WSTAX) has an annual stock turnover rate of 35.00% vs Technology average of 90.35%. It is good that Ivy Science & Technology A management does not trade extensively for its return.
  • Ivy Science & Technology A Fund (WSTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.03, lower than category average of 17.12
  • Ivy Science & Technology A Fund (WSTAX) has a lower expense ratio than its Technology average: 1.26% vs 1.50%

Ivy Science & Technology A Fund (WSTAX) Weakness What we are cautious about Ivy Science & Technology A (WSTAX) Fund

Data for Ivy Science & Technology A Fund (WSTAX) as of Jun 29, 2014

  • Ivy Science & Technology A Fund (WSTAX) carries a 5.75% load
  • As a Technology focused fund, Ivy Science & Technology A Fund (WSTAX) is less diversified and has inherited sector risks associated with the fund
See Ivy Science & Technology A Fund (WSTAX) performance details as of Jun 29, 2014

 

What do you think?

 

Compare Ivy Science & Technology A Fund (WSTAX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Science & Technology A5.8233.9622.0321.26
Berkshire Focus (BFOCX)3.4840.2815.8225.36Compare
Columbia Technology A (CTCAX)7.8738.8413.8420.16Compare
Fidelity Advisor Electronics I (FELIX)22.9544.6315.4520.52Compare

See top fund managers for Technology Category Funds

 

Compare Ivy Science & Technology A Fund (WSTAX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Semiconductors (PSI)19.83%42.68%10.95%
SPDR S&P Semiconductor (XSD)23.19%41.62%11.05%
First Trust NASDAQ CEA Smartphone Idx (FONE)14.66%36.08%13.61%
First Trust Technology AlphaDEX (FXL)9.16%33.69%11.54%
Semiconductor HOLDRs (SMH)16.64%33.38%0

 

Graph of Ivy Science & Technology A Fund (WSTAX) Net Asset TrackingIvy Science & Technology A (WSTAX) Fund Net Asset

Track net asset change of Ivy Science & Technology A fund (WSTAX)

DateNet Asset
06/2014$5.41B
03/2014$5.39B
02/2014$4.88B
More historic net asset information on Ivy Science & Technology A Fund (WSTAX)

  

Graph of Ivy Science & Technology A Fund (WSTAX) Portfolio TrackingIvy Science & Technology A (WSTAX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Science & Technology A fund (WSTAX)

DateCashStockBondOther
03/20140.13%93.29%0.15%6.43%
12/20130.51%93.2%0.14%6.02%
09/20130.28%91.23%0.46%7.19%
Click here to see more historic asset allocation information on Ivy Science & Technology A Fund (WSTAX)

 

graph of Ivy Science & Technology A Fund (WSTAX) Top 10 Position TrackingTop 10 Holdings in Ivy Science & Technology A (WSTAX) Fund

Discover what Ivy Science & Technology A Fund (WSTAX) manager is buying

Mar 30, 2014
Micron Technology, Inc. [8.34%]
Alliance Data Systems Corporati [4.89%]
Cree, Inc. [4.62%]
Aspen Technology, Inc. [3.32%]
Pentair plc. Ordinary Share [3.05%]
Acxiom Corporation [2.98%]
Facebook, Inc. [2.7%]
Google Inc. [2.64%]
Euronet Worldwide, Inc. [2.59%]
Vertex Pharmaceuticals Incorpor [2.59%]

Dec 30, 2013
Micron Technology, Inc. [8.28%]
Cree, Inc. [5.23%]
Alliance Data Systems Corporati [4.95%]
Aspen Technology, Inc. [3.85%]
Acxiom Corporation [3.47%]
Pentair, Ltd. Registered Share [3.08%]
Vertex Pharmaceuticals Incorpor [3.07%]
Google Inc. [2.91%]
Facebook, Inc. [2.75%]
Microsoft Corporation [2.65%]

Sep 29, 2013
Micron Technology, Inc. [8.25%]
Cree, Inc. [5.34%]
Alliance Data Systems Corporati [4.76%]
Aspen Technology, Inc. [4.17%]
Microsoft Corporation [3.71%]
Acxiom Corporation [3.31%]
Facebook, Inc. [3.31%]
Vertex Pharmaceuticals Incorpor [3.3%]
Google Inc. [3.11%]
UnitedHealth Group Incorporated [3%]
Click here for Stock Holding Change Map in Ivy Science & Technology A Fund (WSTAX)

  

Latest News on Ivy Science & Technology A (WSTAX) Fund

See what is happening with Ivy Science & Technology A Fund (WSTAX)

 

Ivy Science & Technology A Fund (WSTAX) Related ResourcesSee more information on Ivy Science & Technology A (WSTAX) Fund

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