WLGAX Rating, Research - Ivy Large Cap Growth A

Ivy Large Cap Growth A (wlgax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 229

Threats + Weaknesses = 124

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wlgax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ivy Large Cap Growth A (WLGAX) Description: WLGAX is a mutual fund, which is an investment that owns a basket of assets. The WLGAX mutual fund was provided by Ivy and this investment vehicle derives the majority of its value from equity holdings (stocks). Ivys mutual fund has a long management tenure and is in the average fund size classification. WLGAXs minimum initial investment amount is $500 while the IRA minimum is $0. WLGAXs expense ratio is roughly 1%. The latest WLGAXs front end load was 6% and the back end load was 0%. The Ivy Large Cap Growth A (WLGAX) mutual fund falls under the large-cap growth category. WLGAX focuses its investments in USA and WLGAX is not affiliated with a particular industry or fund sector. The Ivy Large Cap Growth A (WLGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WLGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WLGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests at least 80% of net assets in common stocks (see stock research) and other U.S. traded equity securities (see equity research) of large cap companies. U.S. traded equity securities (see equity research) may include listed American Depositary Receipts ("ADRs"). It targets companies with market capitalizations range of companies in the Russell 1000 Growth Index. In addition, to implement This investment vehicle strategy, the fund may buy or sell, to a limited extent, derivative instruments.

Management Analysis Update

Performance Analysis Update