Ivy Mid Financials
| IVOSX Fund | USD 18.28 0.16 0.88% |
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 Mid Fund Summary
Ivy Mid competes with Qs Us, Eic Value, Dgi Balanced, Vanguard European, and Western Asset. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the manager believes demonstrate favorable prospects for total return. 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 Index over the last 13 months at the time of acquisition.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US46600B6074 |
| Business Address | Ivy Funds |
| Mutual Fund Family | Ivy Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 777 6472 |
| Currency | USD - US Dollar |
Ivy Mid Key Financial Ratios
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Mid's current stock value. Our valuation model uses many indicators to compare Ivy Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Mid competition to find correlations between indicators driving Ivy Mid's intrinsic value. More Info.Ivy Mid Cap is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 286.06 of Year To Date Return per Annual Yield. 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 Mid's earnings, one of the primary drivers of an investment's value.Ivy Mid February 17, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Mid 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 Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8334 | |||
| Information Ratio | 0.1441 | |||
| Maximum Drawdown | 14.5 | |||
| Value At Risk | (1.30) | |||
| Potential Upside | 1.77 |
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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