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WLGAX
Mutual Fund ticker: NASDAQ
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Nomura Large Cap Growth A (WLGAX) Ownership - Who owns Nomura Large Cap Growth A?

The investment seeks to provide growth of capital... Show more

Category: #Large Growth

Profile

Category
Large Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
0.89
Min. Initial Investment
1000.00
Fund Existence
over 25 years
Turnover
18.00
Front Load
5.75
Net Assets
7540039700.00
Manager Tenure
N/A

Fundamentals

WLGAX
Net Assets
7.54B
Fund Existence
over 25 years
Turnover
18.00
Total Expense Ratio
0.89
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.97
Assets in Top Ten Holdings
3.96B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
3.05B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.59
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
36.00
Number of Net Holdings
36.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
65.38%
Gain YTD
-1.398
Annual Yield % from dividends
0.00
Returns for 1 year
0.11
Returns for 3 years
53.59
Returns for 5 years
28.01
Returns for 10 years
116.17
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com