Ivy Asset Strategy Fund Quote

WASCX Fund  USD 19.37  0.09  0.47%   

Performance

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Odds Of Distress

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Ivy Asset is trading at 19.37 as of the 18th of January 2025; that is 0.47 percent increase since the beginning of the trading day. The fund's open price was 19.28. Ivy Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. 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. Ivy Asset is traded on NASDAQ Exchange in the United States. More on Ivy Asset Strategy

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Ivy Mutual Fund Highlights

Fund ConcentrationIvy Funds, Large Growth Funds, World Allocation Funds, World Allocation, Ivy Funds (View all Sectors)
Update Date31st of December 2024
Ivy Asset Strategy [WASCX] is traded in USA and was established 18th of January 2025. Ivy Asset is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Ivy Funds family. This fund at this time has accumulated 3.13 B in net assets with no minimum investment requirementsIvy Asset Strategy is currently producing year-to-date (YTD) return of 0.37% with the current yeild of 0.01%, while the total return for the last 3 years was 3.98%.
Check Ivy Asset Probability Of Bankruptcy

Instrument Allocation

Top Ivy Asset Strategy Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
BABAAlibaba Group HoldingStockConsumer Discretionary
FWONKLiberty MediaStockCommunication Services
PFEPfizer IncStockHealth Care
KHCKraft Heinz CoStockConsumer Staples
CCitigroupStockFinancials
KOThe Coca ColaStockConsumer Staples
LMTLockheed MartinStockIndustrials
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Ivy Asset Strategy Risk Profiles

Ivy Asset Against Markets

Other Information on Investing in Ivy Mutual Fund

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.
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