Ivy E Equity Fund Equity Positions Weight
Ivy E Equity fundamentals help investors to digest information that contributes to Ivy E's financial success or failures. It also enables traders to predict the movement of Ivy Mutual Fund. The fundamental analysis module provides a way to measure Ivy E's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ivy E mutual fund.
Ivy |
Ivy E Equity Mutual Fund Equity Positions Weight Analysis
Ivy E's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Ivy E Equity Positions Weight | 95.96 % |
Most of Ivy E's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ivy E Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CompetitionAccording to the company disclosure, Ivy E Equity has an Equity Positions Weight of 95%. This indicator is about the same for the Delaware Funds by Macquarie average (which is currently at 96.12) family and significantly higher than that of the Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.
Ivy Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy E's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ivy E could also be used in its relative valuation, which is a method of valuing Ivy E by comparing valuation metrics of similar companies.Ivy E is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Ivy E
The fund consists of 95.96% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Ivy E's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ivy Fundamentals
| Price To Earning | 21.79 X | |||
| Price To Book | 2.87 X | |||
| Price To Sales | 2.62 X | |||
| Total Asset | 4.12 B | |||
| One Year Return | 16.49 % | |||
| Three Year Return | 11.11 % | |||
| Five Year Return | 7.91 % | |||
| Ten Year Return | 11.85 % | |||
| Net Asset | 4.12 B | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 4.04 % | |||
| Equity Positions Weight | 95.96 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy E Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy E's history and understand the potential risks before investing.
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