Delaware Ivy Mid Cap Growth Fund Class B (WMGBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Delaware Ivy Mid Cap Growth Fund Class B
Ivy Funds Inc
6300 Lamar Ave
Overland Park, KS 66202
800-777-6472
Management information
Bradley P. Halverson,Lead manager since 14 November 2021
Brad Halverson is co-portfolio manager of the small cap growth product suite of mutual funds and institutional accounts. He was
named co-portfolio manager of the product suite in 2016. Mr. Halverson joined the organization in 2008 as an equity
investment analyst on the Small Cap Growth team. He was appointed assistant vice president in 2013 and vice president in
2015. He was named assistant portfolio manager of small cap growth institutional accounts, serving in the role from 2014 to
2016. He was appointed senior vice president in 2018.
Prior to joining the firm, Mr. Halverson was associated with Northpointe Capital as an equity analyst responsible for
researching growth stocks across micro, small, and mid cap portfolios. From 2002 to 2004 he was an associate in health care
investment banking for A.G. Edwards & Sons, Inc. He was affiliated with PricewaterhouseCoopers, LLP in positions of
increasing responsibility from 1995 through 2000, culminating as a manager in business advisory services.
Mr. Halverson graduated from Brigham Young University in 1995 with a BS and MS in Accounting. He earned an MBA with an
emphasis in Finance and Corporate Strategy from the University of Michigan in 2002.
Mr. Halverson is a CFA charterholder. He is a member of the CFA Institute. He is a former Certified Public Accountant (CPA).
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Growth
Fund familyDelaware Funds by Macquarie
Net assets8.56B
YTD return12.85%
Yield0.00%
Morningstar rating★★★★
Inception date5 July 2000
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover33.00%
Average for categoryN/A
Fees and expenses
ExpenseWMGBXCategory average
Annual report expense ratio (net)2.07%1.09%
Prospectus net expense ratio2.07%N/A
Prospectus gross expense ratio2.17%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.36%
Max deferred sales load5.00%1.27%
3-yr expense projection969N/A
5-yr expense projection1,255N/A
10-yr expense projection2,241N/A
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