Nasdaq - Delayed Quote USD

Delaware Ivy Small Cap Growth Instl (IYSIX)

21.97 +0.04 (+0.18%)
At close: October 25 at 8:01 PM EDT
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DELL
  • Previous Close 21.93
  • YTD Return 13.76%
  • Expense Ratio 0.88%
  • Category Small Growth
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.31B
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 55.00%
  • Last Dividend 0.26
  • Inception Date Dec 29, 2005

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000? Growth Index over the last 13 months at the time of acquisition.

Delaware Funds by Macquarie

Fund Family

Small Growth

Fund Category

1.31B

Net Assets

2005-12-29

Inception Date

Performance Overview: IYSIX

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Trailing returns as of 10/25/2024. Category is Small Growth.

YTD Return

IYSIX
13.76%
Category
12.40%
?

1-Year Return

IYSIX
21.92%
Category
55.69%
?

3-Year Return

IYSIX
2.84%
Category
19.34%
?

5-Year Return

IYSIX
8.22%
Category
20.72%
?

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Holdings: IYSIX

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Top 10 Holdings (26.37% of Total Assets)

SymbolCompany% Assets
CYBR
CyberArk Software Ltd. 3.65%
PSN
Parsons Corporation 3.03%
FSS
Federal Signal Corporation 2.93%
ATI
ATI Inc. 2.70%
CLH
Clean Harbors, Inc. 2.65%
VCEL
Vericel Corporation 2.44%
RRR
Red Rock Resorts, Inc. 2.38%
VRNS
Varonis Systems, Inc. 2.31%
ITGR
Integer Holdings Corporation 2.14%
VRRM
Verra Mobility Corporation 2.13%

Sector Weightings

Recent News: IYSIX

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Research Reports: IYSIX

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