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Ivy mid cap growth

Ivy mid cap growth

Timescast – january 30, 2012

Ms. Scott began her career with the company in 1999 as an equity investment analyst. In the year 2000, she was promoted to assistant vice president. In 2001, she was promoted to vice president, and in 2004, she was promoted to senior vice president.
Prior to joining the firm, Ms. Scott worked for Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc., and the University of Cincinnati Medical Center in various research capacities. Fundamental research of companies and equities for mutual funds, separate accounts, and personal trusts was one of her key duties. Ms. Scott’s expertise enabled her to cover the consumer non-durables, telecommunications, retail, food and beverage, and tobacco sectors.

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The fund aims to achieve its target by primarily investing in common stocks of mid-capitalization companies that the advisor believes are of high quality and/or have above-average growth potential. It normally invests at least 80% of its net assets in shares of mid-capitalization firms, which for the purposes of this fund are companies with market capitalizations comparable to issuers listed in the Russell Midcap Growth Index over the previous 13 months at the time of acquisition. The Most Critical Investment Threats

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Certain contingent investment-related costs, such as interest from borrowings and dividends on borrowed securities, are excluded from the Adjusted Expense Ratio, allowing for more accurate cost comparisons across funds.
Categorization Investment Style: Mid-Cap Growth Minimum capital investment for mid-growth companies is 750 dollars. TTM Yield: 0.00% Status: Open Turnover 22% USD | NAV as of Mar 26, 2021 | 1-Day Return as of Mar 26, 2021, 10:23 PM GMT+00:00 Premium as of Mar 26, 2021, 10:23 PM GMT+00:00 Premium as of Mar 26, 2021, 10:23 PM GMT+00:00 Premium as of Mar 26, 2021, 10:
The People Pillar is our assessment of the WMGAX management team’s capabilities and experience. High-quality management teams outperform their metrics and/or peers, according to our research.

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The fund aims to achieve its goal by primarily investing in common stocks of mid-capitalization companies that the advisor believes are of high quality and/or have above-average growth potential. It normally invests at least 80% of its net assets in shares of mid-capitalization firms, which for the purposes of this fund are companies with market capitalizations comparable to issuers listed in the Russell Midcap Growth Index over the previous 13 months at the time of acquisition.
Kim Scott is a co-portfolio manager for the mid-cap growth mutual fund and institutional account product suite. Since 2001, she has served as portfolio manager for the Ivy Mid Cap Growth Fund and the Ivy VIP Mid Cap Growth Fund. Since 2014, she has served as co-portfolio manager of the Ivy Mid Cap Income Opportunities Fund. In 2016, she took over as co-portfolio manager for the mid cap growth product suite.
Ms. Scott began her career with the company in 1999 as an equity investment analyst. In the year 2000, she was promoted to assistant vice president. In 2001, she was promoted to vice president, and in 2004, she was promoted to senior vice president.