Ivy Asset is trading at 22.87 as of the 7th of February 2026; that is 1.25% down since the beginning of the trading day. The fund's open price was 23.16. Ivy Asset has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 9th of November 2025 and ending today, the 7th of February 2026. Click here to learn more.
The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The funds investment manager primarily invests a portion of the funds assets in global equity securities that the manager believes can outperform the funds benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses .. More on Ivy Asset Strategy
Ivy Asset Strategy [WASAX] is traded in USA and was established 7th of February 2026. Ivy Asset is listed under Nomura category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Nomura family. This fund at this time has accumulated 1.81 B in net assets with no minimum investment requirementsIvy Asset Strategy is currently producing year-to-date (YTD) return of 4.56% with the current yeild of 0.01%, while the total return for the last 3 years was 14.67%.
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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 Asset Strategy 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.
Ivy Asset 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 Asset Strategy 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 Asset Strategy 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 Asset 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 Asset 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 Asset's time-series forecasting models are one of many Ivy Asset'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 Asset'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 Asset 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 Asset security.