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Delaware Ivy Large Cap Growth Fund Class A (WLGAX)

US Funds

从投资组合添加/删除添加至投资组合

33.07 0.00 0%

17/05 - 闭盘. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Ivy Funds

资产类别: 股票

晨星评级:
总资产: 2.53B

WLGAX概述

本页面提供Delaware Ivy Large Cap Growth Fund Class A的详细介绍，帮助您了解WLGAX的高管、总资产、投资策略和联系方式等信息。

种类

Large Growth

总资产

2.53B

费用

0.89%

开始日期

36707

联络信息

地址 Delaware Funds by Macquarie
Philadelphia,PA
United States

电话 -

高管

名称	标题	任期	至
Bradley D. Angermeier	Equity Analyst	2021	now
背景介紹	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	now
背景介紹	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	Senior Vice President	2000	2018
背景介紹	Becker 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. Becker has been an employee of WRIMCO and its predecessor since October 1989, initially serving as an investment analyst, and has served as a portfolio manager for WRIMCO since January 1997. He earned a BS degree in Mathematical Economics from the University of Wisconsin, and holds an MS degree with an emphasis in Finance, Investments and Banking from the University of Wisconsin Graduate
Philip J. Sanders	President	2006	2016
背景介紹	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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