Ivy Emerging Markets Fund Quote
| IPOCX Fund | USD 15.57 0.07 0.45% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Ivy Emerging is trading at 15.57 as of the 26th of November 2024; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 15.5. Ivy Emerging 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. Equity ratings for Ivy Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily common stock, of companies from countries considered to be emerging market countries or that are economically linked to emerging market countries. More on Ivy Emerging Markets
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Ivy Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Ivy Emerging Markets [IPOCX] is traded in USA and was established 26th of November 2024. Ivy Emerging is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Ivy Funds family. This fund currently has accumulated 2.15 B in assets under management (AUM) with no minimum investment requirementsIvy Emerging Markets is currently producing year-to-date (YTD) return of 7.42% with the current yeild of 0.03%, while the total return for the last 3 years was -6.46%.
Check Ivy Emerging 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 Emerging Markets 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 Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| LUKOY | NK Lukoil PAO | Stock | Energy | |
| NTES | NetEase | Stock | Communication Services | |
| SNPTF | Sunny Optical Technology | Pink Sheet | Electronic Components | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| YNDX | Yandex NV | Stock | Communication Services | |
| SQM | Sociedad Quimica y | Stock | Materials |
Ivy Emerging Markets Risk Profiles
| Mean Deviation | 0.7071 | |||
| Standard Deviation | 0.9361 | |||
| Variance | 0.8763 | |||
| Risk Adjusted Performance | (0.04) |
Ivy Emerging Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Emerging 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 Emerging security.
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