WSTAX (Ivy:Science&Tech;A)
Net Asset Value: 38.66
1-Day Return:
-0.21 (-0.54%)
YTD Return as of 4/5/13:
9.67%
Classification: Science & Tech Objective: Science & Tech Open to New Investors: Yes
Lipper Rating
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.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 9.67 | 17.11 | 12.51 | 9.46 | 13.50 |
| Classification | 4.03 | -0.87 | 7.28 | 5.59 | 9.15 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 4 | 4 | 12 | 12 | 4 |
Fund Stats
More| Investment Objective: | Science & Tech |
|---|---|
| Net Assets ($Mil) | NA |
| Inception Date: | 7/3/00 |
| Manager Name, Tenure | Zachary H. Shafran, 2001 |
| Expense Ratio: | 1.39% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Aspen Technology Inc Ord | AZPN | 8.55 |
| Apple Inc Ord | AAPL | 7.64 |
| Alliance Data Systems Corp Ord | ADS | 7.23 |
| Samsung Electronics Co Ltd Ord | NA | 4.97 |
| Aci Worldwide Inc Ord | ACIW | 4.61 |
| Google Inc Ord | GOOG | 3.78 |
| Micron Technology Inc Ord | MU | 3.74 |
| Cree Inc Ord | CREE | 3.38 |
| Tenet Healthcare Corp Ord | THC | 3.31 |
| Vertex Pharmaceuticals Inc Ord | VRTX | 3.23 |
| % of Total Holdings | 50.44 | |
