Ivy Mid Mutual Fund Money Managers
WMGAX Fund | USD 29.05 0.23 0.79% |
Break down of Ivy Mid'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 Mid's future under-performance.
Ivy |
Symbol | WMGAX |
Name | Ivy Mid Cap |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Ivy Mid Cap Leadership is currently not available.
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Ivy Mid Net Asset Comparison
Ivy Mid Cap is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 14.24 Billion. Ivy Mid totals roughly 6.24 Billion in net asset claiming about 44% of funds under Mid-Cap Growth category.
Ivy Mid Cap 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 Mid Cap Price Series Summation is a cross summation of Ivy Mid price series and its benchmark/peer.
About Ivy Mid Management Performance
The success or failure of an entity such as Ivy Mid Cap often depends on how effective the management is. Ivy Mid 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 primarily in common stocks of mid-capitalization companies that the manager believes are high quality andor offer above-average growth potential. Under normal circumstances, it invests at least 80 percent of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap 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 Mid 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 Mid security.
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