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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: $55.23 on 7/29/2015, Change: +0.22 (0.4%)

 

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

Fund Manager Information

Fund Manager Tenure: 14.5 years
Similar Funds: WSTBX  WSTCX  WSTRX  WSTYX 
Fund Family: Ivy Funds
Fund Category: Technology
Fund Performance: May 30, 2015
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 H. 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 May 30, 2015

  • Ivy Science & Technology A Fund (WSTAX) management has been with Ivy Science & Technology A Fund for 14.5 years
  • Ivy Science & Technology A Fund (WSTAX) has good mid-term performance (3-year return 24.76% vs 20.26% Technology category median performance)
  • Ivy Science & Technology A Fund (WSTAX) has good Long-term performance (5-year return 18.99% vs 16.18% 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
  • Ivy Science & Technology A Fund (WSTAX) has an annual stock turnover rate of 32.00% vs Technology average of 88.36%. 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 11.48, lower than category average of 11.95
  • 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 May 30, 2015

  • Ivy Science & Technology A Fund (WSTAX) has a less-than-ideal short-term performance (1-year return 12.69% vs 15.99% Technology category median performance)
  • 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 May 30, 2015

 

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 A8.2812.6924.7618.99
Columbia Global Technology Growth A (CTCAX)8.5623.2826.1218.36Compare
Fidelity Advisor Electronics A (FELAX)10.1031.2127.9418.14Compare
Columbia Seligman Global Technology Z (CSGZX)14.1032.5922.8816.51Compare

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
SPDR S&P International Technology Sector (IPK)7.95%5.73%16.71%
PowerShares Dynamic Semiconductors (PSI)13.72%37.54%27.91%
SPDR S&P Semiconductor (XSD)15.60%32.32%29.23%
Semiconductor HOLDRs (SMH)9.50%30.54%26.43%
PowerShares Dynamic Technology (PTF)12.07%28.65%21.26%

 

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
05/2015$6.67B
04/2015$6.31B
03/2015$6.31B
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
03/20150.12%91.66%0%8.22%
12/20140.13%93.84%0%6.03%
09/20145.14%94.82%0%0.04%
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, 2015
Micron Technology, Inc. [6.84%]
Alliance Data Systems Corporati [5.41%]
Vertex Pharmaceuticals Incorpor [4.01%]
iGATE Corporation [3.76%]
Euronet Worldwide, Inc. [3.57%]
Aspen Technology, Inc. [3.15%]
Isis Pharmaceuticals, Inc. [3.11%]
NXP Semiconductors N.V. [3.01%]
Cerner Corporation [2.77%]
ACI Worldwide, Inc. [2.74%]

Dec 30, 2014
Micron Technology, Inc. [8.2%]
ALLIANCE DATA SYSTEMS CORPORAT [5.24%]
Vertex Pharmaceuticals Incorpor [4.31%]
Euronet Worldwide, Inc. [3.55%]
iGATE Corporation [3.27%]
Isis Pharmaceuticals, Inc. [3.21%]
Aspen Technology, Inc. [3.06%]
ACI Worldwide, Inc. [2.72%]
Microsoft Corporation [2.67%]
Cerner Corporation [2.47%]

Sep 29, 2014
Micron Technology, Inc. [9.52%]
Alliance Data Systems Corporati [4.58%]
Vertex Pharmaceuticals Incorpor [4.24%]
Cree, Inc. [3.41%]
Euronet Worldwide, Inc. [3.21%]
Aspen Technology, Inc. [2.97%]
iGATE Corporation [2.94%]
Microsoft Corporation [2.65%]
Pentair plc. Ordinary Share [2.53%]
Cerner Corporation [2.37%]
Click here for Stock Holding Change Map in Ivy Science & Technology A Fund (WSTAX)

  

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

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