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Delaware Ivy Large Cap Growth Fund R (WLGRX)

33.27 +0.09 (+0.27%)
At close: October 25 at 8:01 PM EDT
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DELL
  • Previous Close 33.18
  • YTD Return 19.99%
  • Expense Ratio 1.14%
  • Category Large Growth
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 8.43B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.01
  • Inception Date Apr 2, 2007

The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.

Delaware Funds by Macquarie

Fund Family

Large Growth

Fund Category

8.43B

Net Assets

2007-04-02

Inception Date

Performance Overview: WLGRX

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

YTD Return

WLGRX
19.99%
Category
12.38%
?

1-Year Return

WLGRX
35.66%
Category
41.70%
?

3-Year Return

WLGRX
10.26%
Category
22.56%
?

5-Year Return

WLGRX
16.95%
Category
21.98%
?

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Holdings: WLGRX

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Top 10 Holdings (60.64% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 12.87%
NVDA
NVIDIA Corporation 9.99%
AAPL
Apple Inc. 7.04%
AMZN
Amazon.com, Inc. 6.43%
GOOGL
Alphabet Inc. 5.72%
V
Visa Inc. 5.35%
UNH
UnitedHealth Group Incorporated 4.28%
ICE
Intercontinental Exchange, Inc. 3.22%
MSI
Motorola Solutions, Inc. 2.99%
DHR
Danaher Corporation 2.76%

Sector Weightings

Recent News: WLGRX

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Research Reports: WLGRX

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