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Macquarie Small Cap Growth Fund Class C (WRGCX)

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6.63 -0.07 -1.04%

07/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 17.3M

Type: Fund

Market: United States

Issuer: Ivy Funds

Asset Class: Equity

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WRGCX Overview

On this page you'll find an in-depth profile of Macquarie Small Cap Growth Fund Class C. Learn about the key management, total assets, investment strategy and contact information of WRGCX among other information.

Investment Strategy

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000® Growth Index over the last 13 months at the time of acquisition.

Contact Information

Address 125 West 55th Street
New York,NY 10019
United States

Phone -

Web www.macquarie.com

Top Executives

Name	Title	Since	Until
Joshua P. Brown	Assistant Portfolio Manager	2024	Now
Biography	Joshua Brown is an investment analyst for Waddell & Reed Investment Management Company and Ivy Investment Management Company. Mr. Brown graduated from the University of Kansas in May 2003 with a BBA; concentration in finance. He earned an MBA with a concentration in finance; specialization in investment management from the University of Texas at Austin, McCombs School of Business in May 2009. Prior to joining Waddell & Reed from business school, Mr. Brown spent five years as a broker for Citigroup - Smith Barney. As an investment analyst intern for Waddell & Reed Investment Management Company from May through August 2008, he covered oil and gas master limited partnerships. Mr. Brown joined Waddell & Reed in June 2009 as an investment analyst. His research responsibilities are concentrated in air freight and logistics, airlines, autos and auto components, marine, rail, transportation infrastructure and trucking. Mr. Brown is currently pursuing the Chartered Financial Analyst designation.
Kenneth G. McQuade	Senior Vice President	2016	Now
Biography	Kenneth G. McQuade was named co portfolio manager of the small cap growth product suit in 2016. He was sole portfolio manager of Ivy VIP Small Growth from 2016 to 2016. Mr. McQuade joined Waddell & Reed in 1997 as an investment analyst. He was an assistant portfolio manager of separately managed small cap accounts from August 2003 until March 2010 and Portfolio Manager, Delaware Ivy VIP Small Cap Growth Fund since March 2006. Mr. McQuade is Senior Vice President of WRIMCO and IICO and Vice President of the Trust. He earned a BS degree in finance from Bradley University.
Timothy J. Miller	Senior Vice President	2010	Now
Biography	Mr. Miller, CFA, Co-Portfolio Manager of the small cap growth product suite since 2016 and was Portfolio Manager, Delaware Ivy Small Cap Growth Fund since April 2010.He joined IICO in February 2008 and has served as the portfolio manager for investment companies managed by IICO (or its affiliates) since March 2008. Previous employment included serving as the Chief Investment Officer of Invesco Funds Group, Inc., and as the Chief Investment Officer of the Denver Investment Center of Invesco North America. Mr. Miller holds a BS degree in Business Administration from St. Louis University.
Bradley P. Halverson	Senior Vice President	2016	2021
Biography	Mr. Halverson has been a Senior Vice President and Portfolio Manager of DIFA’s mid cap growth strategy since 2021. Prior to joining DIFA, Mr. Halverson served as Senior Vice President of Ivy since 2018 and served as Portfolio Manager of Ivy’s small cap growth strategy since 2016. He began his investment career in 2002 and has a BS and MS from Brigham Young University and an MBA from the University of Michigan.
Gilbert C. Scott	Senior Vice President	2003	2010
Biography	Gilbert C. Scott, A Senior Vice President and Portfolio Manager for Waddell & Reed, Mr. Scott is responsible for the day-to-day management of a portion of the Small Cap Growth Equity Fund. Mr. Scott is lead portfolio manager of small cap growth institutional accounts for Waddell & Reed. He joined Waddell & Reed in 1997 as an investment analyst. Prior to joining Waddell & Reed, Mr. Scott was affiliated with Hallmark Cards as a project manager in Strategy/Marketing Finance. Gil earned a BBA, Finance from the University of Massachusetts and an MBA from the University of Texas.
Grant P. Sarris	Portfolio Manager	1998	2003
Biography	Mr. Sarris, CFA, joined Chiron as Portfolio Manager in 2015. Previously, Mr. Sarris served as a portfolio manager at Kornitzer Capital Management from 2003--2013. From 2013-2015, Mr.Sarris managed his personal portfolio. Mr. Sarris has been an investment professional since 1991. Prior to joining KCM, he was a senior vice president and portfolio manager with Waddell & Reed Investment Management Company. He holds an M.B.A. from the University of Minnesota and a B.A. from the University of Wisconsin.
Mark G. Seferovich	Senior Vice President	1992	2002
Biography	Seferovich joined Waddell & Reed Investment Management Company in February 1989 and is currently senior vice president and equity portfolio manager. He is also a member of the company's common stock policy committee. Previously, he worked for Security Management Company as a portfolio manager. Prior to that, he served as a security analyst and portfolio manager with Reimer & Koger Associates from 1974 to 1981. Seferovich holds the Chartered Financial Analyst designation.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ivy Small Cap Gro.	6.63	-0.07	-1.04%