Ivy Large Cap Growth B
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Large Growth | | Fund Family: | Ivy Funds | | Net Assets: | 12.08M | | Year-to-Date Return: | -12.46% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jul-00 |
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Daniel P. Becker
Lead Manager since
30-Jun-00 | | | Becker is currently a vice president with Waddell & Reed, his employer since 1989. Previously, he served as a research technician and investment analyst for the State of Wisconsin Investment Board. Becker holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks issued by growth-oriented, large to medium sized U.S. and, to a lesser extent, foreign companies that have appreciation possibilities. It invests normally at least 80% of assets in large cap growth securities. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 0.12 | | Annual Holdings Turnover
| 79.00% | | Average for Category:
| 98.99% |
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| Expense | WLGBX | Category
Avg | | Total Expense Ratio: | 2.32%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,024 | $623 | | 5 Yr Expense Projection*: |
$1,340 | $956 | | 10 Yr Expense Projection*: |
$2,362 | $1,887 |
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0.11% Nasdaq 
0.36%
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