Ivy Science And Technology Fund Class Y (WSTYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of science or technology companies.


1 month-3.04% 3 years+22.64%
3 months+2.84% 5 years+16.80%
1 year+6.36% Since inception+13.62%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+16.80%+13.59%
Expense ratio1.24%1.58%
Risk 5 year sharpe ratio1.060.83
Net assets$5.9B$805.8M
Average market cap$9.0B$40.0B
Average P/E23.522.8
Portfolio turnover35%35%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyIvy Funds
Fund manager & tenureZachary Shafran / 13 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock78.00%
International stock16.82%
Fixed income0.04%
Top 5 Sectors
Portfolio weighting
Hardware 35.09%
Healthcare 11.56%
Business service 9.59%
Telecommunication 7.73%
Consumer goods 7.42%
Top 10 Holdings
Portfolio weighting
MU Micron Technology Inc9.52%
ADS Alliance Data Systems Corp4.58%
VRTX Vertex Pharmaceuticals Inc4.24%
CREE Cree Inc3.41%
EEFT Euronet Worldwide Inc3.21%
AZPN Aspen Technology Inc2.97%
IGTE Igate Corp2.94%
MSFT Microsoft Corp2.65%
PNR Pentair PLC2.53%
CERN Cerner Corp2.37%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.