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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+2.23% 3 years+17.53%
3 months+4.00% 5 years+15.15%
1 year-0.80% Since inception+6.73%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+15.15%+11.18%
Expense ratio1.26%1.50%
Risk 5 year sharpe ratio1.000.80
Net assets$6.1B$792.1M
Average market cap$7.5B$44.6B
Average P/E22.923.8
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyIvy Funds
Fund manager & tenureZachary Shafran / 14 Years
Minimal initial investment$750.00
Minimum IRA investment--


U.S. stock77.98%
International stock16.04%
Fixed income5.98%
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
ADS Alliance Data Systems Corp5.39%
EEFT Euronet Worldwide Inc5.10%
MU Micron Technology Inc4.68%
VRTX Vertex Pharmaceuticals Inc4.20%
MSFT Microsoft3.84%
CERN Cerner Corp3.72%
AZPN Aspen Technology Inc3.48%
NXPI NXP Semiconductors NV3.20%
WNS WNS (Holdings) Ltd3.09%
ACIW ACI Worldwide Inc3.08%

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