Ivy Mid Cap Growth Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

Fund Holdings

The fund invests primarily in mid-cap companies. It looks for strong and creative businesses with plenty of room to grow.

Asset Allocation

% Long % Short % Net
Cash 0.0 0.0 0.0
Stocks 93.75 0.0 93.75
Bonds 0.13 0.0 0.13
Other 4.51 0.03 4.48
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 1.64 0.0 1.64
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Northern Trust Corp NTRS 5.25 2.66
Microchip Technology Inc MCHP 12.81 2.41
Signature Bank SBNY 17.92 2.35
Varian Medical Systems Inc VAR 8.06 2.22
Fastenal Co FAST 4.8 2.19
First Republic Bank (San Francisco CA) FRC 6.44 2.17
LKQ Corp LKQ -17.87 2.05
Mead Johnson Nutrition Co MJN 12.18 2.02
Expeditors International of Washington Inc EXPD 1.36 2.02
Dunkin Brands Group Inc DNKN -3.57 1.99

See Also:

Top Ivy Funds Funds

Mid-Cap Growth Funds

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