Ivy Apollo Financials

IMURX Fund  USD 9.28  0.04  0.43%   
You can harness Ivy Apollo fundamental data analysis to find out if markets are presently mispricing the fund. We were able to interpolate data for thirteen available reported financial drivers for Ivy Apollo Multi, which can be compared to its competitors. The fund experiences a normal upward fluctuation. Check odds of Ivy Apollo to be traded at $9.74 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 Apollo Fund Summary

Ivy Apollo competes with Ivy Large, Ivy Small, Ivy High, Ivy Apollo, and Ivy Apollo. The fund seeks to achieve its objective by primarily investing its assets among a diversified portfolio of global equity and equity-income generating securities. The portfolio manager targets approximately 30 percent high yield, high income securities 40 percent in global equity and income generating equity securities and approximately 10 percent in global real estate securities. Together, these allocations determine the 80 percent policy.
Specialization
World Allocation, Large Blend
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 Apollo Key Financial Ratios

Ivy Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Apollo's current stock value. Our valuation model uses many indicators to compare Ivy Apollo value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Apollo competition to find correlations between indicators driving Ivy Apollo's intrinsic value. More Info.
Ivy Apollo Multi Asset is currently considered the top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about  27.30  of Year To Date Return per Annual Yield. 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 Apollo's earnings, one of the primary drivers of an investment's value.

Ivy Apollo Multi Systematic Risk

Ivy Apollo's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Apollo 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 Apollo Multi correlated with the market. If Beta is less than 0 Ivy Apollo generally moves in the opposite direction as compared to the market. If Ivy Apollo Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Apollo Multi is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Apollo is generally in the same direction as the market. If Beta > 1 Ivy Apollo moves generally in the same direction as, but more than the movement of the benchmark.
Ivy Apollo Multi Asset is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of World Allocation category is currently estimated at about 24.23 Billion. Ivy Apollo holds roughly 512.05 Million in net asset claiming about 2.11% of World Allocation category.

Ivy Apollo December 22, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Ivy Apollo help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Apollo Multi Asset. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Apollo Multi Asset 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 Apollo's daily price indicators and compare them against related drivers.

Other Information on Investing in Ivy Mutual Fund

Ivy Apollo 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 Apollo security.
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