Ivy Small Cap Fund Analysis
| IVVIX Fund | USD 21.92 0.08 0.36% |
Ivy Small's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Ivy Small's financial risk is the risk to Ivy Small stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Ivy Small's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Ivy Small is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Ivy Small to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Ivy Small is said to be less leveraged. If creditors hold a majority of Ivy Small's assets, the Mutual Fund is said to be highly leveraged.
Ivy Small Cap is undervalued with Real Value of 23.54 and Hype Value of 22.0. The main objective of Ivy Small fund analysis is to determine its intrinsic value, which is an estimate of what Ivy Small Cap is worth, separate from its market price. There are two main types of Ivy Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Ivy Small Cap. On the other hand, technical analysis, focuses on the price and volume data of Ivy Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Ivy Small mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Ivy |
Ivy Mutual Fund Analysis Notes
The fund retains about 5.5% of assets under management (AUM) in cash. Ivy Small Cap last dividend was 0.02 per share. Large To learn more about Ivy Small Cap call the company at 800-777-6472.Ivy Small Cap Investment Alerts
| The fund retains about 5.5% of its assets under management (AUM) in cash |
Top Ivy Small Cap Mutual Fund Constituents
| CBT | Cabot | Stock | |
| LPLA | LPL Financial Holdings | Stock | |
| NOVT | Novanta | Stock | |
| MGY | Magnolia Oil Gas | Stock | |
| POST | Post Holdings | Stock | |
| KMPR | Kemper | Stock | |
| CUB | Lionheart Holdings | Stock | |
| TTWO | Take Two Interactive Software | Stock | |
| OSW | OneSpaWorld Holdings | Stock | |
| COHR | Coherent | Stock | |
| AMC | AMC Entertainment Holdings | Stock | |
| SKX | Skechers USA | Stock | |
| MTG | MGIC Investment Corp | Stock | |
| CCOI | Cogent Communications Group | Stock | |
| TER | Teradyne | Stock | |
| BLD | Topbuild Corp | Stock | |
| BECN | Beacon Roofing Supply | Stock | |
| VG | Venture Global | Stock | |
| QTWO | Q2 Holdings | Stock | |
| RRR | Red Rock Resorts | Stock |
Institutional Mutual Fund Holders for Ivy Small
Have you ever been surprised when a price of an equity instrument such as Ivy Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Ivy Small Cap backward and forwards among themselves. Ivy Small's institutional investor refers to the entity that pools money to purchase Ivy Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| PFSEX | Riskproreg 30 Fund | Mutual Fund | World Large-Stock Blend |
Ivy Small Outstanding Bonds
Ivy Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ivy Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ivy bonds can be classified according to their maturity, which is the date when Ivy Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Ivy Small Predictive Daily Indicators
Ivy Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Ivy Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 21.92 | |||
| Day Typical Price | 21.92 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.08) | |||
| Relative Strength Index | 60.85 |
Ivy Small Forecast Models
Ivy Small's time-series forecasting models are one of many Ivy Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Ivy Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Ivy Small Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Ivy Small's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Ivy Small, which in turn will lower the firm's financial flexibility.Ivy Small Corporate Bonds Issued
About Ivy Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Ivy Small prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Ivy shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Ivy Small. By using and applying Ivy Mutual Fund analysis, traders can create a robust methodology for identifying Ivy entry and exit points for their positions.
The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80 percent of the funds net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap Index at the time of purchase.
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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.
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