Ivy Small Mutual Fund Money Managers

IRGFX Fund  USD 24.49  0.01  0.04%   
Break down of Ivy Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ivy Small's future under-performance.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Small Cap. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.
Symbol  IRGFX
Name  Ivy Small Cap
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Ivy Small Cap Leadership is currently not available.

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Ivy Small Net Asset Comparison

Ivy Small Cap is rated fifth overall fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 26.83 Billion. Ivy Small holds roughly 2.6 Billion in net asset claiming about 10% of funds listed under Small Growth category.

Ivy Small Cap Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Ivy Small Cap Price Series Summation is a cross summation of Ivy Small price series and its benchmark/peer.

About Ivy Small Management Performance

The success or failure of an entity such as Ivy Small Cap often depends on how effective the management is. Ivy Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Ivy management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Ivy management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000 Growth Index over the last 13 months at the time of acquisition.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Ivy Mutual Fund

Ivy Small financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Small security.
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