Millennials Primed to Lead 2024 Holiday Shopping Season as Nearly Two in Three Expect Their ...
| WMGAX Fund | USD 28.80 0.50 1.77% |
Slightly above 54% of Ivy Mid's investors are presently thinking to get in. The analysis of overall sentiment of trading Ivy Mid Cap mutual fund suggests that some investors are interested at this time. Ivy Mid's investing sentiment can be driven by a variety of factors including economic data, Ivy Mid's earnings reports, geopolitical events, and overall market trends.
Ivy |
TransUnions Q4 2024 Consumer Pulse study finds consumers still most interested in doing their holiday shopping between Thanksgiving and Cyber Monday CHICAGO,
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Ivy Mid Fundamental Analysis
We analyze Ivy Mid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Mid 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.
Cash Position Weight
Cash Position Weight Comparative Analysis
Ivy Mid is currently under evaluation in cash position weight among similar funds. Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Ivy Mid 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 Mid mutual fund to make a market-neutral strategy. Peer analysis of Ivy Mid could also be used in its relative valuation, which is a method of valuing Ivy Mid by comparing valuation metrics with similar companies.
Peers
Ivy Mid Related Equities
| WSGAX | Ivy Small | 1.66 | ||||
| OCSGX | Optimum Small-mid | 1.52 | ||||
| OASVX | Optimum Small | 1.32 | ||||
| OCLVX | Optimum Large | 0.64 | ||||
| IMAAX | Ivy Apollo | 0.52 | ||||
| OCLGX | Optimum Large | 0.13 | ||||
| OCFIX | Optimum Fixed | 0.12 | ||||
| OCIEX | Optimum International | 0.08 | ||||
| WASAX | Ivy Asset | 0.31 | ||||
| OASGX | Optimum Small | 1.44 |
Other Information on Investing in Ivy Mutual Fund
Ivy Mid 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 Mid security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |