Ivy Wilshire Global Fund Quote
| IWGAX Fund | USD 8.42 0.03 0.36% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Ivy Wilshire is trading at 8.42 as of the 31st of January 2025; that is 0.36% up since the beginning of the trading day. The fund's open price was 8.39. Ivy Wilshire has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of equity and fixed-income mutual funds, including affiliated and unaffiliated equity and fixed-income mutual funds and unaffiliated exchange-traded funds , and directly investing in stocks and bonds. More on Ivy Wilshire Global
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Blend Funds, World Allocation Funds, World Allocation, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of October 2022 |
| Fiscal Year End | June |
Ivy Wilshire Global [IWGAX] is traded in USA and was established 31st of January 2025. Ivy Wilshire is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 602.51 M in assets under management (AUM) with no minimum investment requirementsIvy Wilshire Global is currently producing year-to-date (YTD) return of 2.82% with the current yeild of 0.02%, while the total return for the last 3 years was 3.87%.
Check Ivy Wilshire 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 Wilshire Global 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 Wilshire Global Mutual Fund Constituents
| IBNDX | Ivy Advantus Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| ICEQX | Ivy E Equity | Mutual Fund | Large Blend | |
| ICNGX | Ivy Cundill Global | Mutual Fund | Foreign Large Value | |
| IDANX | Ivy Proshares Sp | Mutual Fund | Large Value | |
| IGJNX | Ivy Government Securities | Mutual Fund | Intermediate Government | |
| IINCX | Ivy International E | Mutual Fund | Foreign Large Blend | |
| ILGRX | Ivy Large Cap | Mutual Fund | Large Growth | |
| IMEGX | Ivy Emerging Markets | Mutual Fund | Diversified Emerging Mkts |
Ivy Wilshire Global Risk Profiles
| Mean Deviation | 0.3476 | |||
| Semi Deviation | 0.4686 | |||
| Standard Deviation | 0.4783 | |||
| Variance | 0.2287 |
Ivy Wilshire Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
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