Ivy Asset is trading at 21.20 as of the 18th of January 2025; that is 0.47% increase since the beginning of the trading day. The fund's open price was 21.1. Ivy Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The funds investment manager primarily invests a portion of the funds assets in global equity securities that the manager believes can outperform the funds benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses .. More on Ivy Asset Strategy
Ivy Asset Strategy [IASRX] is traded in USA and was established 18th of January 2025. Ivy Asset is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Ivy Funds family. This fund currently has accumulated 3.13 B in assets under management (AUM) with no minimum investment requirementsIvy Asset Strategy is currently producing year-to-date (YTD) return of 0.96% with the current yeild of 0.02%, while the total return for the last 3 years was 4.24%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ivy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ivy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ivy Asset Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Ivy Asset 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 Asset security.