Disposition of 1095 shares by Christopher Brown of XPO Logistics subject to Rule 16b-3
| WSGAX Fund | USD 14.20 0.04 0.28% |
Slightly above 54% of Ivy Small's investor base is interested to short. The analysis of overall sentiment of trading Ivy Small Cap mutual fund suggests that many investors are impartial 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 |
Filed transaction by XPO Logistics Officer: Chief Accounting Officer. Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
Read at cnbc.com
 |
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.
Net Asset
Net Asset Comparative Analysis
Ivy Small is currently under evaluation in net asset among similar funds. Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
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
| FSBCX | Federated Global | 0.50 | ||||
| PGMAX | Pimco Global | 0.41 | ||||
| WIGOX | Wasatch Global | 0.40 | ||||
| WRLDX | Scharf Global | 0.24 | ||||
| USLUX | Us Global | 0.14 |
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.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |