| 22.02 Net Asset Value | +1.01% 1 Day | +21.72% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.34% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +5.97% | 3 years | +18.21% | |
| 3 months | +9.88% | 5 years | -- | |
| 1 year | +28.10% | Since inception | +24.16% |
| IGWIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.20% |
| Expense ratio | 1.34% | 1.47% |
| Risk 5 year sharpe ratio | -- | 0.39 |
| Net assets | $94.1M | $715.5M |
| Average market cap | $519.2M | $2.1B |
| Average P/E | 20.7 | 22.9 |
| Portfolio turnover | 78% | 78% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Ivy Funds |
| Fund manager & tenure | William Jeffery, III / 4 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 14.90% |
| Hardware | 14.00% |
| Business service | 13.23% |
| Media | 10.15% |
| Consumer service | 8.55% |
| -- Toyota Mtr Cr FRN | 3.00% |
| SPNC Spectranetics Corporation | 2.66% |
| PCRX Pacira Pharmaceuticals, Inc. | 2.66% |
| DXPE DXP Enterprises, Inc. | 2.34% |
| QDEL Quidel Corporation | 2.22% |
| SPSC SPS Commerce, Inc. | 2.06% |
| ASGN On Assignment, Inc. | 1.77% |
| CGI Celadon Group, Inc. | 1.74% |
| INWK InnerWorkings, Inc. | 1.68% |
| MGAM Multimedia Games Holding Co Inc | 1.63% |
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