Are You a Momentum Investor This 1 Stock Could Be the Perfect Pick
| 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 |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Heres why you should take advantage.
Read at finance.yahoo.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.
Three Year Return
Three Year Return Comparative Analysis
Ivy Small is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
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.
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |