Ivy Small is trading at 22.00 as of the 28th of January 2026; that is 0.09 percent decrease since the beginning of the trading day. The fund's open price was 22.02. Ivy Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 30th of October 2025 and ending today, the 28th of January 2026. Click here to learn more.
The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80 percent of the funds net assets will be invested in common stocks of small- and mid-capitalization companies. More on Ivy Small Cap
Ivy Small Cap [IVVIX] is traded in USA and was established 28th of January 2026. Ivy Small is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Ivy Funds family. This fund currently has accumulated 782.41 M in assets under management (AUM) with no minimum investment requirementsIvy Small Cap is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.0%, while the total return for the last 3 years was 12.27%.
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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 Small 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.
The fund retains about 5.5% of assets under management (AUM) in cash. Ivy Small Cap last dividend was 0.02 per share. Large To learn more about Ivy Small Cap call the company at 800-777-6472.
Have you ever been surprised when a price of an equity instrument such as Ivy Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Ivy Small Cap backward and forwards among themselves. Ivy Small's institutional investor refers to the entity that pools money to purchase Ivy Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Ivy Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Ivy Small Outstanding Bonds
Ivy Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ivy Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ivy bonds can be classified according to their maturity, which is the date when Ivy Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Ivy Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Ivy Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Ivy Small's time-series forecasting models are one of many Ivy Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Ivy Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Ivy Small 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 Small security.