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+5.89% 3 years+11.53%
3 months+9.12% 5 years+15.50%
1 year+34.56% Since inception+7.93%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+15.50%+19.49%
Expense ratio1.30%1.39%
Risk 5 year sharpe ratio1.061.37
Net assets$8.0B$1.3B
Average market cap$27.1B$49.7B
Average P/E25.529.2
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyIvy Funds
Fund manager & tenureZachary Shafran / 17 Years
Minimal initial investment$750.00
Minimum IRA investment--


U.S. stock84.22%
International stock14.55%
Fixed income1.16%
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 Inc6.69%
MSFT Microsoft6.57%
AAPL Apple5.67%
OLED Universal Display Corp5.07%
VRTX Vertex Pharmaceuticals Inc4.89%
MSCC Microsemi Corp4.67%
FB Facebook4.60%
WNS WNS (Holdings) Ltd4.41%
BABA Alibaba Group Holding Ltd4.19%
ACIW ACI Worldwide Inc4.01%