Ivy Value Fund Money Managers

IVALXDelisted Fund  USD 17.90  0.00  0.00%   
Break down of Ivy Value'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 Value's future under-performance.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Symbol  IVALX
Name  Ivy Value Fund
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Ivy Value Fund Leadership is currently not available.

If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.

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Ivy Value Net Asset Comparison

Ivy Value Fund is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 5.92 Billion. Ivy Value totals roughly 1.22 Billion in net asset claiming about 21% of funds under Large Value category.

About Ivy Value Management Performance

The success or failure of an entity such as Ivy Value Fund often depends on how effective the management is. Ivy Value 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 in the common stocks of primarily large-capitalization companies that the advisor believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by the manager andor are out of favor in the financial markets but have a favorable outlook for capital appreciation. Ivy Value is traded on NASDAQ Exchange in the United States.
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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Other Consideration for investing in Ivy Mutual Fund

If you are still planning to invest in Ivy Value Fund check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Value's history and understand the potential risks before investing.
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