Ivy Mid Cap Fund Quote
| WMGAX Fund | USD 23.17 0.59 2.61% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ivy Mid is trading at 23.17 as of the 17th of March 2025; that is 2.61% up since the beginning of the trading day. The fund's open price was 22.58. Ivy Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality andor offer above-average growth potential. Under normal circumstances, it invests at least 80 percent of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap Growth Index over the last 13 months at the time of acquisition.. More on Ivy Mid Cap
Moving together with Ivy Mutual Fund
| 0.98 | OASGX | Optimum Small Mid | PairCorr |
| 0.9 | OASVX | Optimum Small Mid | PairCorr |
| 0.96 | WSGAX | Ivy Small Cap | PairCorr |
Moving against Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Ivy Mid Cap [WMGAX] is traded in USA and was established 17th of March 2025. Ivy Mid is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Delaware Funds by Macquarie family. This fund at this time has accumulated 6.24 B in net assets with no minimum investment requirementsIvy Mid Cap is currently producing year-to-date (YTD) return of 3.54%, while the total return for the last 3 years was 0.78%.
Check Ivy Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ivy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ivy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ivy Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ivy Mid Cap Mutual Fund Constituents
| ISRG | Intuitive Surgical | Stock | Health Care | |
| EA | Electronic Arts | Stock | Communication Services | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| TRU | TransUnion | Stock | Industrials | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| TRMB | Trimble | Stock | Information Technology | |
| CME | CME Group | Stock | Financials |
Ivy Mid Cap Risk Profiles
| Mean Deviation | 0.8831 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 | |||
| Risk Adjusted Performance | (0.17) |
Ivy Mid Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Mid financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Mid security.
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