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Macquarie Mid Cap Growth I (IYMIX)
25.21
-0.36
(-1.41%)
As of 8:09:17 AM EDT. Market Open.
Fund Summary
The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.
Macquarie Mid Cap Growth I
Overland Park, KS 66202
6300 Lamar Ave
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Macquarie |
| Net Assets | 4.97B |
| YTD Return | -8.62% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 10, 2000 |
Fund Operations
| Last Dividend | -- |
| Last Cap Gain | 33.00 |
| Holdings Turnover | 27.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | IYMIX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.79% | 1.09% |
| Prospectus Net Expense Ratio | 0.79% | -- |
| Prospectus Gross Expense Ratio | 0.98% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.36% |
| Max Deferred Sales Load | -- | 1.27% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Kimberly A. Scott, Lead Manager since February 09, 2001
Kim Scott，Senior Vice President of Ivy Investment Management Company, has served as portfolio manager of the Fund since May 2014. She has been portfolio manager of Ivy Mid Cap Growth Fund since 2001 and of Ivy VIP Mid Cap Growth since 2005. She has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. She assumed co-portfolio manager responsibilities for the mid cap growth product suite in 2016.
Ms. Scott joined the organization in 1999 as an equity investment analyst. She was appointed assistant vice president in 2000. She was appointed vice president in 2001 and senior vice president in 2004.
Prior to joining the firm, Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco.
Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987.
Ms. Scott is a CFA charterholder. She is a member of the CFA Institute and the CFA Society Kansas City. Morningstar Style Box
Morningstar Category
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