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Delaware Ivy Science and Technology Fund Class A (WSTAX)

US Funds

从投资组合添加/删除添加至投资组合

53.80 +0.60 +1.13%

20/05 - 延迟数据. 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: 3.71B

WSTAX概述

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

种类

Technology

总资产

3.71B

费用

1.20%

开始日期

36710

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
Gustaf C. Zinn	Senior Vice President	2021	now
背景介紹	Gus Zinn is a Senior Vice President of Waddell & Reed Investment Management Company and Ivy Investment Management Company. Mr. Zinn joined Waddell & Reed in June 1998 as an investment analyst. He was named assistant vice president in January 2002. He assumed assistant portfolio manager responsibilities in July 2003 of the Waddell & Reed Advisors Science & Technology Fund, Ivy Funds VIP Science & Technology, and Ivy Science & Technology Fund. He was appointed vice president in January 2004. He was named co-portfolio manager of the Ivy Core, and appointed to be Senior Vice President in 2009.
Bradley J. Warden	Senior Vice President	2016	now
背景介紹	Bradley J. Warden is senior vice president and 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 2003 as an investment analyst and became an assistant portfolio manager for investment companies managed by IICO (or its affiliates) in 2014. He took on portfolio management responsibilities in 2016. He earned a bachelor's degree in business administration from Trinity University and an MBA in finance from the University of Texas at Austin.
Zachary H Shafran	Co-CIO	2001	2022
背景介紹	Zack comes to Meritage after a 32-year career with Waddell and Reed where he served as Portfolio Manager for the firm’s Science and Technology Fund strategy and as the Director of Research for Global Equity and Fixed Income (2011 – 2016). Waddell and Reed was acquired by the Australian investment firm, Macquarie Asset Management, in 2021. Zack spent a year with the new organization before choosing to pursue local opportunities. Zack grew up in Kansas City and received his Bachelor’s and Master’s degrees in Business Administration from the University of Missouri - Kansas City. Zack will serve as a member of the Meritage Investment Team, where he will partner with Senior Portfolio Manager, Len Mitchell, CFA, on the Growth Equity strategy and with Mark Eveans, CFA, President, and long-time CIO. Zack will also serve on the firm’s Management Council, where he will be involved in firm strategy and leadership. Zack has a son and two daughters. He has been involved with the Heart of America Council, BSA, for many years and is a supporter of the Kansas City Ballet.
Henry J. Herrmann	Director	2000	2001
背景介紹	Herrmann is director of Waddell & Reed, Inc, his employer since 1971.
Abel Garcia	Senior Portfolio Manager	1997	2000
背景介紹	Garcia is a senior portfolio manager with AIM Capital Management, his employer since 2000. Previously, he was a vice president and portfolio manager with Waddell & Reed from 1984 to 2000. He joined that firm in 1983 as a senior investment analyst specializing in technology stocks. Prior to that, he worked as an analyst for three years at USAA in San Antonio, then joined Republic Bank as a senior analyst in 1980.

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近期报价

	名称	价格	涨跌额	涨跌幅
	Ivy Science & Tec.	53.80	+0.60	+1.13%
	SGE	1.410	-0.090	-6.00%