Ivy Science And Technology B (WSTBX)
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Ivy Science And Technology B
Ivy Funds Inc
6300 Lamar Ave
Overland Park, KS 66202
800-777-6472
Management information
Gustaf C. Zinn,Lead manager since 14 November 2021
He is Senior Vice President of IICO and Vice President of the Trust. Mr. Zinn has been an employee of the company since 1998 and had served as assistant portfolio manager for funds managed by IICO since July 2003, in addition to his duties as a research analyst. He earned a BBA degree and a Masters of Finance from the University of Wisconsin-Madison. Mr. Zinn is a Chartered Financial Analyst.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTechnology
Fund familyDelaware Funds by Macquarie
Net assets10.17B
YTD return12.90%
Yield0.00%
Morningstar rating★★
Inception date2 Jul 2000
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover9.00%
Average for categoryN/A
Fees and expenses
ExpenseWSTBXCategory average
Annual report expense ratio (net)2.01%1.05%
Prospectus net expense ratio2.01%N/A
Prospectus gross expense ratio2.03%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.21%
Max deferred sales load5.00%1.24%
3-yr expense projection935N/A
5-yr expense projection1,191N/A
10-yr expense projection2,128N/A
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