Ivy Balanced Mutual Fund Money Managers
IBARX Fund | USD 23.83 0.16 0.67% |
Break down of Ivy Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ivy Balanced's future under-performance.
Ivy |
Symbol | IBARX |
Name | Ivy Balanced Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Ivy Balanced Fund Leadership is currently not available.
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Ivy Balanced Net Asset Comparison
Ivy Balanced Fund is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 27.12 Billion. Ivy Balanced retains roughly 2.89 Billion in net asset claiming about 11% of funds in Allocation--50% to 70% Equity category.
Ivy Balanced Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Ivy Balanced Price Series Summation is a cross summation of Ivy Balanced price series and its benchmark/peer.
About Ivy Balanced Management Performance
The success or failure of an entity such as Ivy Balanced often depends on how effective the management is. Ivy Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Ivy management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Ivy management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50 percent of its total assets in equity securities including convertible securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Ivy Mutual Fund
Ivy Balanced 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 Balanced security.
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