Ivy Global Income Fund Key Fundamental Indicators
Ivy Global technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Ivy Global's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Ivy Global's valuation are provided below:Ivy Global Income does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. IVY |
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The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
CompetitionBased on the latest financial disclosure, Ivy Global Income has a Price To Sales of 1.09 times. This is much higher than that of the Category family and notably higher than that of the Family category. The price to sales for all United States funds is 78.69% lower than that of the firm.
Ivy Global Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Global's current stock value. Our valuation model uses many indicators to compare Ivy Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Global competition to find correlations between indicators driving Ivy Global's intrinsic value. More Info.Ivy Global Income is rated second overall fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Global Income is roughly 7.85 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ivy Global's earnings, one of the primary drivers of an investment's value.IVY Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Global's direct or indirect competition against its Price To Sales 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 Global could also be used in its relative valuation, which is a method of valuing Ivy Global by comparing valuation metrics of similar companies.Ivy Global is currently under evaluation in price to sales among similar funds.
IVY Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Global's current stock value. Our valuation model uses many indicators to compare Ivy Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Global competition to find correlations between indicators driving Ivy Global's intrinsic value. More Info.Ivy Global Income is rated second overall fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Global Income is roughly 7.85 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ivy Global's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Ivy Global
The fund invests 60.51% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (28.99%) , cash (2.89%) and various exotic instruments.Asset allocation divides Ivy Global'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
IVY Fundamentals
| Price To Earning | 15.23 X | |||
| Price To Book | 1.94 X | |||
| Price To Sales | 1.09 X | |||
| Total Asset | 551.47 M | |||
| One Year Return | (8.78) % | |||
| Three Year Return | 13.88 % | |||
| Five Year Return | (0.43) % | |||
| Ten Year Return | 7.31 % | |||
| Net Asset | 551.47 M | |||
| Minimum Initial Investment | 250 | |||
| Last Dividend Paid | 0.08 | |||
| Cash Position Weight | 2.89 % | |||
| Equity Positions Weight | 60.51 % | |||
| Bond Positions Weight | 28.99 % |
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 services. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in IVY Mutual Fund
If you are still planning to invest in Ivy Global Income 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 Global's history and understand the potential risks before investing.
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