Ivy Large Financials
| ILGRX Fund | USD 41.52 0.15 0.36% |
Ivy |
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.
Ivy Large Fund Summary
Ivy Large competes with Versatile Bond, Ambrus Core, Artisan High, Victory High, and Ab Global. The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors expectations. Under normal circumstances, the fund invests at least 80 percent of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least 10 billion at the time of acquisition. It is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Large Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Large's current stock value. Our valuation model uses many indicators to compare Ivy Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Large competition to find correlations between indicators driving Ivy Large's intrinsic value. More Info.Ivy Large Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Large Cap is roughly 5.93 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ivy Large's earnings, one of the primary drivers of an investment's value.Ivy Large Cap Systematic Risk
Ivy Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Ivy Large Cap correlated with the market. If Beta is less than 0 Ivy Large generally moves in the opposite direction as compared to the market. If Ivy Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Large is generally in the same direction as the market. If Beta > 1 Ivy Large moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Large November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Ivy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ivy Large's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.03 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.02 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.4 |
Other Information on Investing in Ivy Mutual Fund
Ivy Large 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 Large security.
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