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Sunday March 21, 2010 1:18 PM ET
SmartMoney
Net Asset Value: 
11.73
1-Day Return: 
-0.06 (-0.51%)
YTD Return
as of 3/19/10: 
Up 2.89%
WLGAX 
(Ivy:Large Cap Growth;A)
Classification: Large-Cap Growth     Objective: Growth
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 3/19/2010)
 YTD1Yr3Yr5Yr10Yr
Fund 2.89 39.24 0.56 4.32NA
Classification 3.22 47.98 -1.73 2.31 -3.18
Index (S&P 500) 4.50 51.20 -4.00 1.60 -0.50
% Rank in Class (1-best,100=worst)62901814NA
Fund Stats
Investment Objective:Growth
Net Assets ($Mil)439.50
Inception Date:6/30/00
Manager Name, TenureBecker/Sanders, 2000 / 2006
Expense Ratio: 1.15%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%
Top 10 Holdings (As of 12/31/09)
Company NameSymbol% Net Assets
Apple Inc AAPL 7.47
Google Inc GOOG 5.90
Cisco Systems Inc CSCO 4.94
Hewlett-packard Co HPQ 4.85
Microchip Technology Inc MCHP 4.54
Jpmorgan Chase JPM 4.51
Qualcomm Inc QCOM 4.30
Visa Inc V 4.12
Colgate-palmolive Co CL 3.98
Kohl's Corp KSS 3.87
% of Total Holdings 48.48
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