Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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
Below Average
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 in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size- and may invest without limitation in foreign securities- including securities of issuers within emerging markets.


1 month+4.47% 3 years+13.19%
3 months+9.97% 5 years+16.42%
1 year+39.53% Since inception+12.94%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+16.42%+17.88%
Expense ratio1.24%1.42%
Risk 5 year sharpe ratio1.081.24
Net assets$4.2B$1.2B
Average market cap$16.4B$65.3B
Average P/E35.828.6
Portfolio turnover16%16%

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 / 16 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock84.74%
International stock13.12%
Fixed income2.14%
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 Inc6.73%
MSFT Microsoft5.15%
VRTX Vertex Pharmaceuticals Inc4.96%
ADS Alliance Data Systems Corp4.83%
WNS WNS (Holdings) Ltd4.69%
MSCC Microsemi Corp4.38%
ACIW ACI Worldwide Inc4.36%
EEFT Euronet Worldwide Inc4.14%
FB Facebook4.13%
CERN Cerner Corp3.83%