WMGAX Rating, Research - Ivy Mid Cap Growth A

Ivy Mid Cap Growth A (wmgax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 51

Threats + Weaknesses = 40

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

Fund Management Team

Fund Description Update

Ivy Mid Cap Growth A (WMGAX) Description: WMGAX is a mutual fund, which is an investment that owns a basket of assets. The WMGAX 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. WMGAXs minimum initial investment amount is $500 while the IRA minimum is $0. WMGAXs expense ratio is roughly 2%. The latest WMGAXs front end load was 6% and the back end load was 0%. The Ivy Mid Cap Growth A (WMGAX) mutual fund falls under the mid-cap growth category. WMGAX focuses its investments in USA and WMGAX is not affiliated with a particular industry or fund sector. The Ivy Mid Cap Growth A (WMGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WMGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WMGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; current income is secondary. The fund invests at least 80% of net assets in U.S. traded equity securities (see equity research) of mid cap companies. U.S. traded equity securities (see equity research) may include American Depositary Receipts ("ADRs"). It targets companies with market capitalizations similar to those of companies in the Russell Mid-cap 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