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Delaware Ivy Core Equity Fund Class A (WCEAX)

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19.69 +0.06    +0.31%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.97B
Type:  Fund
Market:  United States
Issuer:  Ivy Funds
Asset Class:  Equity
Ivy Core Equity A 19.69 +0.06 +0.31%

WCEAX Overview

 
On this page you'll find an in-depth profile of Delaware Ivy Core Equity Fund Class A. Learn about the key management, total assets, investment strategy and contact information of WCEAX among other information.
Category

Large Blend

Total Assets

2.97B

Expenses

1%

Inception Date

36710

Investment Strategy

The investment seeks capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.

Contact Information

Address Delaware Funds by Macquarie
Philadelphia,PA
United States
Phone -

Top Executives

Name Title Since Until
Erik R. Becker Vice President 2006 Now
Biography Erik R. Becker is primarily responsible for the day-to-day portfolio management of Ivy VIP Core Equity, and has held his Portfolio responsibilities since July 2006. He is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for another investment company for which IICO serves as investment manager. He joined the company in 1999 as an investment analyst and had served as an assistant portfolio manager for Ivy VIP Core Equity since 2003. He has served as a portfolio manager since February 2006, in addition to his duties as a research analyst.
Gustaf C. Zinn Senior Vice President 2006 2018
Biography Gus Zinn is a Senior Vice President of Waddell & Reed Investment Management Company and Ivy Investment Management Company. Mr. Zinn joined Waddell & Reed in June 1998 as an investment analyst. He was named assistant vice president in January 2002. He assumed assistant portfolio manager responsibilities in July 2003 of the Waddell & Reed Advisors Science & Technology Fund, Ivy Funds VIP Science & Technology, and Ivy Science & Technology Fund. He was appointed vice president in January 2004. He was named co-portfolio manager of the Ivy Core, and appointed to be Senior Vice President in 2009.
James D. Wineland Senior Vice President, Member 1997 2006
Biography Prior to joining the company, he was a finished-products distribution manager with Proctor and Gamble Paper Products. Previously, he spent five years with the U.S. Army. Wineland holds the Chartered Financial Analyst designation.
Russell E. Thompson Portfolio Manager 1992 1997
Biography Thompson joined Waddell & Reed in 1971 as a senior investment analyst, and became a portfolio manager in 1974. He previously spent three years as a senior investment analyst for National Bank of Detroit. Thompson is a Chartered Financial Analyst, a member of the Association for Investment Management and Research, and a member and past president of the Kansas City Society of Financial Analysts.
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