Ivy Apollo Multi Asset Fund Shares Owned By Institutions
| IMAIX Fund | USD 9.73 0.03 0.31% |
Ivy Apollo Multi Asset fundamentals help investors to digest information that contributes to Ivy Apollo'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 Apollo'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 Apollo mutual fund.
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Ivy Apollo Multi Asset Mutual Fund Shares Owned By Institutions Analysis
Ivy Apollo's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
More About Shares Owned By Institutions | All Equity Analysis
Shares Held by Institutions | = | Funds and Banks | + | Firms |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
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Based on the latest financial disclosure, 0.0% of Ivy Apollo Multi Asset are shares owned by institutions. This indicator is about the same for the Ivy Funds average (which is currently at 0.0) family and about the same as World Allocation (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Ivy Apollo
The fund invests 48.35% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (44.59%) , cash (5.49%) and various exotic instruments.Asset allocation divides Ivy Apollo'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
| Total Asset | 289.88 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 4.83 % | ||||
| One Year Return | 10.24 % | ||||
| Three Year Return | 1.06 % | ||||
| Five Year Return | 4.11 % | ||||
| Net Asset | 512.05 M | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | 5.49 % | ||||
| Equity Positions Weight | 48.35 % | ||||
| Bond Positions Weight | 44.59 % |
About Ivy Apollo Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Apollo Multi Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Apollo using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Apollo Multi Asset based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Ivy Apollo 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 Apollo security.
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