Ivy E Equity Fund Quote
| WTRCX Fund | USD 14.09 0.10 0.71% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Ivy E is trading at 14.09 as of the 22nd of November 2024; that is 0.71 percent increase since the beginning of the trading day. The fund's open price was 13.99. Ivy E has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ivy E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. More on Ivy E Equity
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Blend Funds, Large Blend, Ivy Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Ivy E Equity [WTRCX] is traded in USA and was established 22nd of November 2024. Ivy E is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Ivy Funds family. This fund at this time has accumulated 4.74 B in net assets with no minimum investment requirementsIvy E Equity is currently producing year-to-date (YTD) return of 26.98% with the current yeild of 0.0%, while the total return for the last 3 years was 8.57%.
Check Ivy E 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 E Equity 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 E Equity Mutual Fund Constituents
| AIR | AAR Corp | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| FISV | Fiserv Inc | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| BAC | Bank of America | Stock | Financials |
Ivy E Equity Risk Profiles
| Mean Deviation | 0.5826 | |||
| Semi Deviation | 0.7149 | |||
| Standard Deviation | 0.8136 | |||
| Variance | 0.662 |
Ivy E Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy E 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 E security.
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