Ivy Asset Financials

IASRX Fund  USD 20.82  0.03  0.14%   
Financial data analysis helps to validate if markets are presently mispricing Ivy Asset. We were able to interpolate data for seventeen available reported financial drivers for Ivy Asset Strategy, which can be compared to its competitors. The fund experiences a normal downward trend and little activity. Check odds of Ivy Asset to be traded at $20.61 in 90 days.
  
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.

Ivy Asset Fund Summary

Ivy Asset competes with Ivy Large, Ivy Small, Ivy High, Ivy Apollo, and Ivy Apollo. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The funds investment manager primarily invests a portion of the funds assets in global equity securities that the manager believes can outperform the funds benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses .
Specialization
World Allocation, Large Growth
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressIvy Funds
Mutual Fund FamilyIvy Funds
Mutual Fund CategoryWorld Allocation
BenchmarkDow Jones Industrial
Phone888 923 3355
CurrencyUSD - US Dollar

Ivy Asset Key Financial Ratios

Ivy Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Asset's current stock value. Our valuation model uses many indicators to compare Ivy Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Asset competition to find correlations between indicators driving Ivy Asset's intrinsic value. More Info.
Ivy Asset Strategy is rated second overall fund in price to earning among similar funds. It also is rated second overall fund in price to book among similar funds fabricating about  0.11  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Asset Strategy is roughly  8.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ivy Asset's earnings, one of the primary drivers of an investment's value.

Ivy Asset Strategy Systematic Risk

Ivy Asset's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Asset volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Ivy Asset Strategy correlated with the market. If Beta is less than 0 Ivy Asset generally moves in the opposite direction as compared to the market. If Ivy Asset Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Asset Strategy is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Asset is generally in the same direction as the market. If Beta > 1 Ivy Asset moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Asset Strategy is rated second overall fund in net asset among similar funds. Total Asset Under Management (AUM) of World Allocation category is currently estimated at about 27.36 Billion. Ivy Asset retains roughly 3.13 Billion in net asset claiming about 11% of World Allocation category.

Ivy Asset December 22, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Ivy Asset help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Asset Strategy. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Asset Strategy based on widely used predictive technical indicators. In general, we focus on analyzing Ivy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ivy Asset's daily price indicators and compare them against related drivers.

Other Information on Investing in Ivy Mutual Fund

Ivy Asset 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 Asset security.
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