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Ivy Science And Technology Fund Class A (WSTAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
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+6.23% 3 years+11.99%
3 months+7.39% 5 years+16.37%
1 year+38.17% Since inception+7.65%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+16.37%+19.49%
Expense ratio1.30%1.40%
Risk 5 year sharpe ratio1.101.35
Net assets$4.1B$1.2B
Average market cap$23.0B$45.1B
Average P/E32.725.5
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyIvy Funds
Fund manager & tenureZachary Shafran / 16 Years
Minimal initial investment$750.00
Minimum IRA investment--


U.S. stock83.29%
International stock14.49%
Fixed income0.65%
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 Inc7.24%
MSFT Microsoft5.62%
VRTX Vertex Pharmaceuticals Inc4.86%
MSCC Microsemi Corp4.59%
FB Facebook4.45%
EEFT Euronet Worldwide Inc4.28%
ACIW ACI Worldwide Inc4.23%
BABA Alibaba Group Holding Ltd4.19%
WNS WNS (Holdings) Ltd3.98%
CERN Cerner Corp3.92%