Harbor Capital Advisors Inc. Raises Stake in Kemper Co.
| ISPVX Fund | USD 21.60 0.33 1.55% |
Slightly above 54% of Ivy Small's investors are presently thinking to get in. The analysis of overall sentiment of trading Ivy Small Cap mutual fund suggests that some investors are interested at this time. Ivy Small's investing sentiment can be driven by a variety of factors including economic data, Ivy Small's earnings reports, geopolitical events, and overall market trends.
Ivy |
Harbor Capital Advisors Inc. increased its position in Kemper Co. by 254.0 percent in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission . The fund owned 56,997 shares of the insurance providers stock after buying an additional 40,895 shares during
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Ivy Small Fundamental Analysis
We analyze Ivy Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Small 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.
One Year Return
One Year Return Comparative Analysis
Ivy Small is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Ivy Small Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Ivy Small mutual fund to make a market-neutral strategy. Peer analysis of Ivy Small could also be used in its relative valuation, which is a method of valuing Ivy Small by comparing valuation metrics with similar companies.
Peers
Ivy Small Related Equities
| WSCYX | Ivy Small | 1.67 | ||||
| WSGRX | Ivy Small | 1.06 | ||||
| WRGCX | Ivy Small | 1.05 | ||||
| IMAIX | Ivy Apollo | 0.52 | ||||
| IMAYX | Ivy Apollo | 0.52 | ||||
| IMEGX | Ivy Emerging | 0.45 | ||||
| IMACX | Ivy Apollo | 0.42 | ||||
| WASCX | Ivy Asset | 0.29 | ||||
| ILGRX | Ivy Large | 0.24 | ||||
| WRHIX | Ivy High | 0.16 |
Other Information on Investing in Ivy Mutual Fund
Ivy Small 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 Small security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |