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Delaware Ivy Mid Cap Growth Fund Class A (WMGAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.01B
Ivy Mid Cap Growth A
28.80
+0.50
+1.77%
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WMGAX Overview
On this page you'll find an in-depth profile of Delaware Ivy Mid Cap Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of WMGAX among other information.
Investment Strategy
The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bradley P. Halverson | Senior Vice President | 2021 | Now |
| 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. | ||
| Kimberly A. Scott | Senior Vice President | 2001 | Now |
| Biography | Kim Scott，Senior Vice President of Ivy Investment Management Company, has served as portfolio manager of the Fund since May 2014. She has been portfolio manager of Ivy Mid Cap Growth Fund since 2001 and of Ivy VIP Mid Cap Growth since 2005. She has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. She assumed co-portfolio manager responsibilities for the mid cap growth product suite in 2016. Ms. Scott joined the organization in 1999 as an equity investment analyst. She was appointed assistant vice president in 2000. She was appointed vice president in 2001 and senior vice president in 2004. Prior to joining the firm, Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco. Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987. Ms. Scott is a CFA charterholder. She is a member of the CFA Institute and the CFA Society Kansas City. | ||
| Nathan A. Brown | Investment Analyst | 2016 | 2024 |
| Biography | Nathan Brown is Senior Vice President of Ivy Investment Management Company, has served as portfolio manager of the Fund since October 2016. He has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. He had been assistant portfolio manager of Ivy Mid Cap Growth Fund and Ivy VIP Mid Cap Growth since 2011. He was named co-portfolio manager of the mid cap growth product suite in 2016. Mr. Brown joined the organization in 2003 as an equity investment analyst. He was appointed assistant vice president in 2010 and vice president in 2014. He was appointed senior vice president in 2018. Prior to joining the firm, Mr. Brown interned with Morgan Keegan. From 1999 to 2001 he completed five rotations at General Electric-Aircraft Engine’s financial management program. In 1999 he was a securities analyst for Krause Fund, where his responsibilities were concentrated in the utilities sector. Mr. Brown graduated with honors from the University of Iowa, Henry B. Tippie School of Business in 1999 with a BBA in Finance. He earned an MBA with an emphasis in Finance and Accounting from Vanderbilt University, Owen Graduate School of Management in 2003. | ||
| Zachary H Shafran | Co-CIO | 2000 | 2001 |
| Biography | Zack comes to Meritage after a 32-year career with Waddell and Reed where he served as Portfolio Manager for the firm’s Science and Technology Fund strategy and as the Director of Research for Global Equity and Fixed Income (2011 – 2016). Waddell and Reed was acquired by the Australian investment firm, Macquarie Asset Management, in 2021. Zack spent a year with the new organization before choosing to pursue local opportunities. Zack grew up in Kansas City and received his Bachelor’s and Master’s degrees in Business Administration from the University of Missouri - Kansas City. Zack will serve as a member of the Meritage Investment Team, where he will partner with Senior Portfolio Manager, Len Mitchell, CFA, on the Growth Equity strategy and with Mark Eveans, CFA, President, and long-time CIO. Zack will also serve on the firm’s Management Council, where he will be involved in firm strategy and leadership. Zack has a son and two daughters. He has been involved with the Heart of America Council, BSA, for many years and is a supporter of the Kansas City Ballet. | ||
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