Ivy High Income Fund Quote
| IVHIX Fund | USD 6.11 0.02 0.33% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Ivy High is trading at 6.11 as of the 22nd of November 2024; that is 0.33 percent increase since the beginning of the trading day. The fund's open price was 6.09. Ivy High has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ivy High Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments , of U.S. and foreign issuers, the risks of which are, in the judgment of the manager consistent with the funds objective. More on Ivy High Income
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Ivy Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Ivy High Income [IVHIX] is traded in USA and was established 22nd of November 2024. Ivy High is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Ivy Funds family. This fund currently has accumulated 5.62 B in assets under management (AUM) with no minimum investment requirementsIvy High Income is currently producing year-to-date (YTD) return of 6.79% with the current yeild of 0.01%, while the total return for the last 3 years was 2.56%.
Check Ivy High 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 High Income 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 High Income Mutual Fund Constituents
| FYBR | Frontier Communications Parent | Stock | Communication Services | |
| LAUR | Laureate Education | Stock | Consumer Discretionary |
Ivy High Top Holders
| KAMAX | Kensington Managed Income | Mutual Fund | Nontraditional Bond | |
| OTRFX | Ontrack E Fund | Mutual Fund | Macro Trading | |
| OTRGX | Ontrack E Fund | Mutual Fund | Macro Trading | |
| KAMCX | Kensington Managed Income | Mutual Fund | Nontraditional Bond | |
| KAMIX | Kensington Managed Income | Mutual Fund | Nontraditional Bond | |
| INCMX | Fundx Flexible Income | Mutual Fund | Multisector Bond | |
| CPMPX | Changing Parameters Fund | Mutual Fund | High Yield Bond |
Ivy High Income Risk Profiles
| Mean Deviation | 0.1863 | |||
| Standard Deviation | 0.2487 | |||
| Variance | 0.0619 | |||
| Downside Variance | 0.0685 |
Ivy High Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy High 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 High security.
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