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Delaware Ivy Mid Cap Growth Fund Class I (IYMIX)

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30.93 +0.26    +0.85%
26/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Ivy Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.85B
Ivy Mid Cap Growth I 30.93 +0.26 +0.85%

IYMIX Overview

 
On this page you'll find an in-depth profile of Delaware Ivy Mid Cap Growth Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IYMIX among other information.
Category

Mid-Cap Growth

Total Assets

2.85B

Expenses

0.79%

Inception Date

39174

Contact Information

Address Delaware Funds by Macquarie
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.
Nathan A. Brown Investment Analyst 2016 Now
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.
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.
Zachary H. Shafran Senior Vice President 2000 2001
Biography Mr. Shafran is Senior Vice President of IICO and WRIMCO, Vice President of the Trust and Vice President of and portfolio manager for other investment companies for which IICO or WRIMCO serve as investment manager. Mr. Shafran has served as a portfolio manager for investment companies managed by WRIMCO or IICO since January 1996. He served as an investment analyst with WRIMCO and its predecessor from June 1990 to January 1996. Mr. Shafran earned a Bachelor of Business Administration and an MBA from the University of Missouri at Kansas City.
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