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Delaware Ivy Large Cap Growth Fund R (WLGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.19+0.49 (+1.71%)
At close: 08:01PM EDT

Delaware Ivy Large Cap Growth Fund R

Overland Park, KS 66202

6300 Lamar Ave

Ivy Funds Inc

Management information
Bradley M. Klapmeyer,Lead manager since 31 July 2016
Brad Klapmeyer is portfolio manager of the large cap growth product suite of mutual funds and institutional accounts. He has been portfolio manager since 2016 of Ivy Large Cap Growth Fund and Ivy VIP Growth. He managed the former Ivy Tax-Managed Equity Fund from 2014 to 2018. Mr. Klapmeyer joined the organization in 2007 as an equity investment analyst. He was appointed assistant vice president in 2010. He was assistant portfolio manager to the Large Cap Growth team from 2011 to 2016. He was appointed vice president in 2014 and senior vice president in 2018.Mr. Klapmeyer had been an associate analyst covering airlines for Prudential Equity Group, LLC from 2006 through 2007. He was an equity analyst for Commerce Bank from 2000 to 2006, where his research responsibilities were focused on electronic and health technologies. Mr. Klapmeyer graduated from Truman State University in 1999 with a BS in Finance and a minor in Economics. Mr. Klapmeyer is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyDelaware Funds by Macquarie
Net assets6.81B
YTD return9.56%
Yield0.00%
Morningstar rating★★★★
Inception date1 Apr 2007

Fund operations

Last dividend0.01
Last cap gain-48.00
Holdings turnover20.00%
Average for categoryN/A

Fees and expenses

ExpenseWLGRXCategory average
Annual report expense ratio (net)0.64%0.99%
Prospectus net expense ratio0.64%N/A
Prospectus gross expense ratio0.66%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A