Ivy Mid Cap Fund Quote
| IGRFX Fund | USD 31.36 0.17 0.55% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ivy Mid is trading at 31.36 as of the 31st of January 2025; that is 0.55% increase since the beginning of the trading day. The fund's open price was 31.19. Ivy Mid 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 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality andor offer above-average growth potential. Under normal circumstances, 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 Growth Index over the last 13 months at the time of acquisition.. More on Ivy Mid Cap
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Ivy Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Ivy Mid Cap [IGRFX] is traded in USA and was established 31st of January 2025. Ivy Mid is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Ivy Funds family. This fund currently has accumulated 4.77 B in assets under management (AUM) with no minimum investment requirementsIvy Mid Cap is currently producing year-to-date (YTD) return of 5.57%, while the total return for the last 3 years was 1.74%.
Check Ivy Mid 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 Mid Cap 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 Mid Cap Mutual Fund Constituents
| DXCM | DexCom Inc | Stock | Health Care | |
| TER | Teradyne | Stock | Information Technology | |
| GWRE | Guidewire Software | Stock | Information Technology | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| SQ | BLOCK INC | Stock | Industrials | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| TRMB | Trimble | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care |
Ivy Mid Cap Risk Profiles
| Mean Deviation | 0.8969 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.66 | |||
| Risk Adjusted Performance | (0.02) |
Ivy Mid Against Markets
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.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |