Ivy Natural Resources Fund Quote
| IGNAX Fund | USD 16.97 0.18 1.05% |
Performance4 of 100
| Odds Of DistressLess than 22
|
Ivy Natural is trading at 16.97 as of the 27th of November 2024; that is 1.05% down since the beginning of the trading day. The fund's open price was 17.15. Ivy Natural has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ivy Natural Resources are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2024 and ending today, the 27th of November 2024. 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 of companies with operations throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. More on Ivy Natural Resources
Moving together with Ivy Mutual Fund
| 0.67 | OASGX | Optimum Small Mid | PairCorr |
| 0.69 | OASVX | Optimum Small Mid | PairCorr |
| 0.86 | WASAX | Ivy Asset Strategy | PairCorr |
Moving against Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, Natural Resources Funds, Natural Resources, Delaware Funds by Macquarie, Large Value, Natural Resources (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Ivy Natural Resources [IGNAX] is traded in USA and was established 27th of November 2024. Ivy Natural is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 242.25 M in assets under management (AUM) with minimum initial investment of 750. Ivy Natural Resources is currently producing year-to-date (YTD) return of 8.68% with the current yeild of 0.02%, while the total return for the last 3 years was 8.88%.
Check Ivy Natural 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 Natural Resources 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 Natural Resources Mutual Fund Constituents
| SLB | Schlumberger NV | Stock | Energy | |
| EPD | Enterprise Products Partners | Stock | Energy | |
| FANG | Diamondback Energy | Stock | Energy | |
| PXD | Pioneer Natural Resources | Stock | Energy | |
| PSX | Phillips 66 | Stock | Energy | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| APD | Air Products and | Stock | Materials |
Ivy Natural Resources Risk Profiles
| Mean Deviation | 0.7678 | |||
| Semi Deviation | 1.13 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 |
Ivy Natural Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Natural 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 Natural security.
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