Ivy Energy Fund Quote
| IYEFX Fund | USD 9.52 0.05 0.53% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Ivy Energy is trading at 9.52 as of the 29th of November 2024; that is 0.53% increase since the beginning of the trading day. The fund's open price was 9.47. Ivy Energy has about a 22 % 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. Equity ratings for Ivy Energy Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of January 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to achieve its objective by investing in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. More on Ivy Energy Fund
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Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Funds, Equity Energy Funds, Equity Energy, Ivy Funds, Large, Equity Energy (View all Sectors) |
| Update Date | 30th of September 2024 |
Ivy Energy Fund [IYEFX] is traded in USA and was established 29th of November 2024. Ivy Energy is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Ivy Funds family. This fund currently has accumulated 572.67 M in assets under management (AUM) with no minimum investment requirementsIvy Energy Fund is currently producing year-to-date (YTD) return of 2.62% with the current yeild of 0.02%, while the total return for the last 3 years was 11.67%.
Check Ivy Energy 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 Energy Fund 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 Energy Fund Mutual Fund Constituents
| HES | Hess Corporation | Stock | Energy | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WHD | Cactus Inc | Stock | Energy | |
| WEX | Wex Inc | Stock | Industrials | |
| VLO | Valero Energy | Stock | Energy | |
| PXD | Pioneer Natural Resources | Stock | Energy | |
| PSX | Phillips 66 | Stock | Energy | |
| MPC | Marathon Petroleum Corp | Stock | Energy |
Ivy Energy Fund Risk Profiles
| Mean Deviation | 0.6998 | |||
| Standard Deviation | 0.9143 | |||
| Variance | 0.8359 | |||
| Risk Adjusted Performance | (0.01) |
Ivy Energy Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Energy 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 Energy security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |