Ivy Large Cap Financials

We strongly advise to harness Ivy Large fundamental analysis to find out if markets are presently mispricing the fund. Simply put you can make use of it to find out if Ivy Large Cap is indeed mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for thirteen available reported financial drivers for Ivy Large Cap, which can be compared to its competitors.
  
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 Large Fund Summary

The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors expectations. Ivy Large is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressIvy Funds
Mutual Fund FamilyDelaware Funds by Macquarie
Mutual Fund CategoryLarge Growth
BenchmarkDow Jones Industrial
Phone800 777 6472
CurrencyUSD - US Dollar

Ivy Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Large's current stock value. Our valuation model uses many indicators to compare Ivy Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Large competition to find correlations between indicators driving Ivy Large's intrinsic value. More Info.
Ivy Large Cap 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  0.20  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Large Cap is roughly  5.10 . 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 Large's earnings, one of the primary drivers of an investment's value.
Ivy Large Cap is rated fourth overall fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 14.92 Billion. Ivy Large totals roughly 4.88 Billion in net asset claiming about 33% of funds under Large Growth category.
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 income.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Other Consideration for investing in Ivy Mutual Fund

If you are still planning to invest in Ivy Large Cap 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 Large's history and understand the potential risks before investing.
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