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Macquarie Smid Cap Core Fund Class A (IYSAX)

US Funds

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15.92 -0.01 -0.06%

09/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 103.03M

Type: Fund

Market: United States

Issuer: Ivy Funds

Asset Class: Equity

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IYSAX Overview

Find basic information about the Macquarie Smid Cap Core Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IYSAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.91%

Prev. Close15.93

Risk Rating

TTM Yield0.29%

ROE12.28%

IssuerIvy Funds

Turnover8%

ROA2.48%

Inception Date35461

Total Assets103.03M

Expenses1.14%

Min. Investment1,000

Market Cap7.3B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	936	936	1003	1126	1936	2045
Fund Return	-6.41%	-6.41%	0.29%	4.02%	14.13%	7.41%
Place in category	152	152	75	108	352	105
% in Category	25	25	13	22	70	26

Top Equity Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.36B	-7.03	13.47	14.28
Ivy Science & Technology A	3.41B	-6.60	14.70	12.55
Ivy Large Cap Growth A	3.02B	-7.10	13.18	13.95
Ivy Core Equity A	2.64B	-4.05	12.98	11.44
Ivy Mid Cap Growth I	2.11B	-10.09	0.50	8.63

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	51.76B	-9.67	5.12	7.67
Fidelity Small Cap Index Instl Pre	23.69B	-11.52	3.43	6.47
Vanguard Small Cap Index I	20.63B	-9.67	5.13	7.68
DFA US Small Cap I	15.21B	-10.39	5.33	7.43
Vanguard Small Cap Index InstlPlus	11.53B	-9.67	5.14	7.69

Top Holdings

Name	ISIN	Weight %	Last	Change %
Expand Energy	US1651677353	2.19	110.35	-1.81%
East West Bancorp	US27579R1041	1.89	96.33	+7.43%
Webster Financial	US9478901096	1.68	53.00	+7.27%
Axis Capital	BMG0692U1099	1.65	100.10	-1.11%
Dick’s Sporting Goods	US2533931026	1.63	210.39	+10.22%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Sell	Strong Sell
Technical Indicators	Strong Buy	Sell	Neutral
Summary	Strong Buy	Sell	Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ivy Small Cap Val.	15.92	-0.01	-0.06%