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IWGAX
Delaware Ivy Wilshire Global Allocation Fund Class A
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

IWGAX Mutual Fund Price & Analysis

The Delaware Ivy Wilshire Global Allocation Fund Class A (IWGAX) is a mutual fund that seeks to provide long-term capital appreciation by investing in a diversified portfolio of global equities and fixed income securities. The fund is managed by Delaware Investments and follows a flexible asset allocation strategy, allowing it to adjust its holdings based on market conditions. With a focus on both domestic and international markets, IWGAX offers investors a well-rounded approach to global investing.

IWGAX Mutual Fund Chart & Stats

Previous Close$8.2
Sub-CategoryAsset Allocation
Total Liabilities837.86K
Last Dividend Ex-Date
Mar 21, 2025
Expense Ratio1.21%
Holding Count17
Brandivy funds
Dividend Yield
 (1.1%)
CategoryBalanced
Total Assets441.52M
Shares OutstandingN/A
52-Week Range$7.59 - $9.02

Top 10 Holdings

Name
Weight %
IINCX
Macquarie International Core Equity Fund
21.19%
DPZRX
Macquarie Diversified Income Fund
16.27%
IVBDX
Macquarie Global Bond Fund
14.78%
ICEQX
Macquarie Core Equity Fund
12.97%
ILGRX
Macquarie Large Cap Growth Fund
10.67%
FGIQX
Macquarie Growth and Income Fund
6.52%
DDZRX
Macquarie Value Fund
5.24%
DCZRX
Macquarie Small Cap Core Fund
4.11%
DEDIX
Macquarie Emerging Markets Debt Corporate Fund
2.03%
DLTZX
Macquarie Limited-Term Diversified Income Fund
2.03%
Total95.81%
Go to Holdings >

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