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Delaware Ivy Smid Cap Core Fund Class Y (0P00003771)

US Funds

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18.700 +0.130 +0.70%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 5.79M

Type: Fund

Market: United States

Asset Class: Equity

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0P00003771 Holdings

Comprehensive information about top holdings and Key Holding Information for the Ivy Small Cap Core Fund Class Y (0P00003771) fund. Our Ivy Small Cap Core Fund Class Y portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.060	1.060	0.000
Stocks	98.940	98.940	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.065	15.380
Price to Book	2.268	1.919
Price to Sales	1.610	1.273
Price to Cash Flow	10.155	8.600
Dividend Yield	1.344	1.482
5 Years Earnings Growth	12.568	12.015

Sector Allocation

Name	Net %	Category Average
Industrials	21.120	19.187
Financial Services	15.330	17.240
Technology	14.560	14.297
Healthcare	13.270	12.104
Consumer Cyclical	12.200	12.284
Real Estate	6.910	6.936
Basic Materials	6.110	5.142
Energy	4.870	5.032
Communication Services	2.210	2.347
Consumer Defensive	1.800	4.319
Utilities	1.610	2.990

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 132

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Expand Energy	US1651677353	1.99	97.47	+0.87%
East West Bancorp	US27579R1041	1.89	96.65	+0.36%
Webster Financial	US9478901096	1.50	55.58	+0.34%
Caseys	US1475281036	1.42	403.67	+1.03%
Stifel	US8606301021	1.39	107.28	+1.26%
Brinker	US1096411004	1.35	137.19	+3.08%
Guidewire	US40171V1008	1.34	174.62	+0.51%
Boise Cascad Llc	US09739D1000	1.33	123.19	+0.78%
Columbia Banking	US1972361026	1.31	27.57	+1.81%
Pinnacle	US72346Q1040	1.30	114.58	+0.80%

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.92B	26.05	9.72	15.62
Ivy Science & Technology A	3.84B	32.20	8.96	13.83
Ivy Large Cap Growth A	3.43B	25.77	9.42	15.29
Ivy Core Equity A	2.9B	30.96	11.83	12.42
Ivy Mid Cap Growth I	2.73B	10.50	-1.60	11.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ivy Small Cap Cor.	18.700	+0.130	+0.70%