Ivy Small Cap Fund Quote

WSGAX Fund  USD 11.86  0.28  2.42%   

Performance

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Odds Of Distress

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Ivy Small is trading at 11.86 as of the 3rd of May 2025; that is 2.42% up since the beginning of the trading day. The fund's open price was 11.58. Ivy Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 3rd of May 2025. Click here to learn more.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small-capitalization companies. Ivy Small is traded on NASDAQ Exchange in the United States. More on Ivy Small Cap

Moving together with Ivy Mutual Fund

  0.92OASGX Optimum Small MidPairCorr
  0.88OASVX Optimum Small MidPairCorr
  0.67IMAAX Ivy Apollo MultiPairCorr
  0.88WASAX Ivy Asset StrategyPairCorr

Moving against Ivy Mutual Fund

  0.79DLTZX Delaware Limited TermPairCorr
  0.73DLTRX Delaware Limited TermPairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationDelaware Funds by Macquarie Funds, Large Funds, Small Growth Funds, Small Growth, Delaware Funds by Macquarie (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Ivy Small Cap [WSGAX] is traded in USA and was established 3rd of May 2025. Ivy Small is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Delaware Funds by Macquarie family. This fund at this time has accumulated 1.52 B in net assets with no minimum investment requirementsIvy Small Cap is currently producing year-to-date (YTD) return of 2.64%, while the total return for the last 3 years was 0.2%.
Check Ivy Small Probability Of Bankruptcy

Instrument Allocation

Top Ivy Small Cap Mutual Fund Constituents

HQYHealthEquityStockHealth Care
PLAYDave Busters EntertainmentStockConsumer Discretionary
CDNACareDx IncStockHealth Care
VACMarriot Vacations WorldwideStockConsumer Discretionary
TXRHTexas RoadhouseStockConsumer Discretionary
HLIHoulihan LokeyStockFinancials
POOLPool CorporationStockConsumer Discretionary
BAHBooz Allen HamiltonStockInformation Technology
More Details

Ivy Small Cap Risk Profiles

Ivy Small Against Markets

Other Information on Investing in Ivy Mutual Fund

Ivy Small financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Small security.
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