Ivy E Equity Fund Quote
| ICEQX Fund | USD 22.59 0.06 0.27% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ivy E is trading at 22.59 as of the 31st of January 2025; that is 0.27% increase since the beginning of the trading day. The fund's open price was 22.53. Ivy E 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 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
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. More on Ivy E Equity
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Blend Funds, Large Blend, Ivy Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Ivy E Equity [ICEQX] is traded in USA and was established 31st of January 2025. Ivy E is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Ivy Funds family. This fund currently has accumulated 4.74 B in assets under management (AUM) with no minimum investment requirementsIvy E Equity is currently producing year-to-date (YTD) return of 5.81% with the current yeild of 0.0%, while the total return for the last 3 years was 14.43%.
Check Ivy E Probability Of Bankruptcy
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 E Equity 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.
Top Ivy E Equity Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AON | Aon PLC | Stock | Financials | |
| BA | The Boeing | Stock | Industrials | |
| AIR | AAR Corp | Stock | Industrials | |
| FISV | Fiserv Inc | Stock | Financials | |
| LMT | Lockheed Martin | Stock | Industrials | |
| ADI | Analog Devices | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Ivy E Top Holders
| IWGIX | Ivy Wilshire Global | Mutual Fund | World Allocation | |
| IWGCX | Ivy Wilshire Global | Mutual Fund | World Allocation | |
| IWGAX | Ivy Wilshire Global | Mutual Fund | World Allocation | |
| IWGNX | Ivy Wilshire Global | Mutual Fund | World Allocation |
Ivy E Equity Risk Profiles
| Mean Deviation | 0.7899 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.94 | |||
| Risk Adjusted Performance | (0.03) |
Ivy E Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy E 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 E security.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |