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Delaware Ivy Large Cap Growth Fund Class A (WLGAX)

Fundos EUA

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37,31 +0,29 +0,78%

24/12 - Atraso dados. Moeda em USD

Tipo: Fundo

Mercado: E.U.A.

Emissor: Ivy Funds

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 3,43B

Delaware Ivy Large Cap Growth Fund Class A - Vista Geral

Nesta página encontrará um perfil aprofundado de Delaware Ivy Large Cap Growth Fund Class A. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de WLGAX, e mais.

Categoria

Large Growth

Ativos Totais

3,43B

Despesas

0,89%

Data de Início

36707

Informações de Contacto

Endereço Delaware Funds by Macquarie
Philadelphia,PA
United States

Telefone -

Principais Executivos

Nome	Título	Desde	Até
Bradley D. Angermeier	Equity Analyst	2021	Agora
Biografia	Brad Angermeier is a portfolio manager for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company. He joined Macquarie Asset Management (MAM) as part of the firm’s April 30, 2021 acquisition (Transaction) of the investment management business of Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company (IICO), the former investment advisor of the Transaction Funds. He joined IICO in 2017 as an equity investment analyst. Prior to that, he was an equity research analyst at Kornitzer Capital Management. From 2009 to 2013, he was with Columbia Threadneedle Investments (formerly Columbia Management), first serving as a fixed income research analyst, and then as a co-portfolio manager. He earned a bachelor’s degree with a double major in finance and accounting from Indiana University, Kelley School of Business. He earned an MBA from the University of Wisconsin, Wisconsin School of Business. He is a member of the CFA Institute and the CFA Society Kansas City.
Bradley M. Klapmeyer	-	2016	Agora
Biografia	Brad Klapmeyer is portfolio manager of the large cap growth product suite of mutual funds and institutional accounts. He has been portfolio manager since 2016 of Ivy Large Cap Growth Fund and Ivy VIP Growth. He managed the former Ivy Tax-Managed Equity Fund from 2014 to 2018. Mr. Klapmeyer joined the organization in 2007 as an equity investment analyst. He was appointed assistant vice president in 2010. He was assistant portfolio manager to the Large Cap Growth team from 2011 to 2016. He was appointed vice president in 2014 and senior vice president in 2018.Mr. Klapmeyer had been an associate analyst covering airlines for Prudential Equity Group, LLC from 2006 through 2007. He was an equity analyst for Commerce Bank from 2000 to 2006, where his research responsibilities were focused on electronic and health technologies. Mr. Klapmeyer graduated from Truman State University in 1999 with a BS in Finance and a minor in Economics. Mr. Klapmeyer is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.
Daniel P. Becker	Portfolio Manager	2000	2018
Biografia	Dan began his career while still in graduate school as an Investment Analyst at the State of Wisconsin Investment Board. Upon graduation, he joined Waddell and Reed in Overland Park, Kansas as an Investment Analyst. Dan spent most of his 28 years at Waddell and Reed as a Senior Portfolio Manager where he created his high-quality large-cap growth investment philosophy and process. Dan spent considerable time teaching, and mentoring analysts and portfolio managers before bringing his process to CastleArk in 2020.
Philip J. Sanders	President	2006	2016
Biografia	Philip J. Sanders, President and Chief Investment Officer of IICO . Phillip Sanders joined Waddell & Reed Investment Management Company in 1998 and is a Senior Vice President and Co-Manager of Waddell & Reed's large-cap growth team. His investment experience dates back to 1988, where he spent 10 years with Bank of America Capital Management, the investment management division of Bank of America. Phillip earned a BA, Economics from the University of Michigan and an MBA from the University of North Carolina at Charlotte. He holds the CFA designation.

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Cotações Recentes

	Nome	Custo	Variação	% de Var.
	Ivy Large Cap Gro.	37,31	+0,29	+0,78%