Ivy Core Mutual Fund Money Managers
WCEYX Fund | USD 23.16 0.15 0.65% |
Break down of Ivy Core'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 Core's future under-performance.
Ivy |
Symbol | WCEYX |
Name | Ivy E Equity |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Ivy E Equity Leadership is currently not available.
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Ivy Core Net Asset Comparison
Ivy E Equity is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 6.54 Billion. Ivy Core totals roughly 4.74 Billion in net asset claiming about 72% of funds under Large Blend category.
Ivy E Equity 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 E Equity Price Series Summation is a cross summation of Ivy Core price series and its benchmark/peer.
About Ivy Core Management Performance
The success or failure of an entity such as Ivy E Equity often depends on how effective the management is. Ivy Core 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 equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.
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 Core 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 Core security.
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