Ivy Wilshire Global Fund Equity Positions Weight
| IWGAX Fund | USD 8.41 0.03 0.36% |
Ivy Wilshire Global fundamentals help investors to digest information that contributes to Ivy Wilshire'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 Wilshire'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 Wilshire mutual fund.
Ivy |
Ivy Wilshire Global Mutual Fund Equity Positions Weight Analysis
Ivy Wilshire'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 Wilshire Equity Positions Weight | 64.12 % |
Most of Ivy Wilshire'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 Wilshire Global 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.
| Competition |
According to the company disclosure, Ivy Wilshire Global has an Equity Positions Weight of 64%. This is 33.29% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the World Allocation 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 Wilshire'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 Wilshire could also be used in its relative valuation, which is a method of valuing Ivy Wilshire by comparing valuation metrics of similar companies.Ivy Wilshire is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Ivy Wilshire
The fund invests 64.12% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (7.56%) , cash (3.93%) and various exotic instruments.Asset allocation divides Ivy Wilshire'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 | 459.13 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 11.12 % | ||||
| One Year Return | 16.38 % | ||||
| Three Year Return | 2.43 % | ||||
| Five Year Return | 6.23 % | ||||
| Ten Year Return | 4.72 % | ||||
| Net Asset | 602.51 M | ||||
| Last Dividend Paid | 0.15 | ||||
| Cash Position Weight | 3.93 % | ||||
| Equity Positions Weight | 64.12 % | ||||
| Bond Positions Weight | 7.56 % |
About Ivy Wilshire Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Wilshire Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Wilshire using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Wilshire Global 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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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.Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
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