Ivy Natural Resources Fund Quote

IGNRX Fund  USD 15.36  0.93  5.71%   

Performance

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Odds Of Distress

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Ivy Natural is trading at 15.36 as of the 14th of December 2024; that is 5.71% down since the beginning of the trading day. The fund's open price was 16.29. Ivy Natural has about a 23 % 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 17th of June 2024 and ending today, the 14th of December 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

Ivy Mutual Fund Highlights

Fund ConcentrationIvy Funds, Large Funds, Natural Resources Funds, Natural Resources, Ivy Funds (View all Sectors)
Update Date31st of December 2024
Ivy Natural Resources [IGNRX] is traded in USA and was established 14th of December 2024. Ivy Natural is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Ivy Funds family. This fund currently has accumulated 511.63 M in assets under management (AUM) with no minimum investment requirementsIvy Natural Resources is currently producing year-to-date (YTD) return of 5.91% with the current yeild of 0.01%, while the total return for the last 3 years was 8.6%.
Check Ivy Natural Probability Of Bankruptcy

Instrument Allocation

C...100%

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.
Energy46.16%Basic Materials33.98%Indu...Co...RealestateT...Utilities100%
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

CLBCore Laboratories NVStockEnergy
SLBSchlumberger NVStockEnergy
PXDPioneer Natural ResourcesStockEnergy
PSXPhillips 66StockEnergy
SHWSherwin Williams CoStockMaterials
MPCMarathon Petroleum CorpStockEnergy
APDAir Products andStockMaterials
UNPUnion PacificStockIndustrials
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Ivy Natural Resources Risk Profiles

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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