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WCEYX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Macquarie Core Equity Fund (WCEYX) Ownership - Who owns Macquarie Core Equity Fund?

The investment seeks capital growth and appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.99
Min. Initial Investment
N/A
Fund Existence
over 29 years
Turnover
24.00
Front Load
N/A
Net Assets
3954516700.00
Manager Tenure
N/A

Fundamentals

WCEYX
Net Assets
3.96B
Fund Existence
over 29 years
Turnover
24.00
Total Expense Ratio
0.99
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.00
Assets in Top Ten Holdings
1.44B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
31M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.64
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
54.00
Number of Net Holdings
54.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.29%
Gain YTD
9.276
Annual Yield % from dividends
0.23
Returns for 1 year
6.17
Returns for 3 years
27.28
Returns for 5 years
42.41
Returns for 10 years
49.04
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com