Ivy Wilshire Mutual Fund Money Managers
IWGIX Fund | USD 8.56 0.03 0.35% |
Break down of Ivy Wilshire'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 Wilshire's future under-performance.
Ivy |
Symbol | IWGIX |
Name | Ivy Wilshire Global |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Ivy Wilshire Global Leadership is currently not available.
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Ivy Wilshire Net Asset Comparison
Ivy Wilshire Global is rated second overall fund in net asset among similar funds. Total Asset Under Management (AUM) of World Allocation category is currently estimated at about 24.14 Billion. Ivy Wilshire holds roughly 939.17 Million in net asset claiming about 4% of World Allocation category.
Ivy Wilshire Global Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Ivy Wilshire Global Price Series Summation is a cross summation of Ivy Wilshire price series and its benchmark/peer.
About Ivy Wilshire Management Performance
The success or failure of an entity such as Ivy Wilshire Global often depends on how effective the management is. Ivy Wilshire 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 is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of equity and fixed-income mutual funds, including affiliated and unaffiliated equity and fixed-income mutual funds and unaffiliated exchange-traded funds , and directly investing in stocks and bonds. Under normal circumstances, the funds policy asset mix is 65 percent invested in equities and 35 percent invested in fixed income.
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 Wilshire 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 Wilshire security.
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