Ivy Natural Resources Fund Quote
| IGNRX Fund | USD 15.36 0.93 5.71% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Ivy Natural is trading at 15.36 as of the 15th of December 2024; that is 5.71% down since the beginning of the trading day. The fund's open price was 16.29. Ivy Natural has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of November 2024 and ending today, the 15th of December 2024. Click here to learn more.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities of companies with operations throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. More on Ivy Natural Resources
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Funds, Natural Resources Funds, Natural Resources, Ivy Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Ivy Natural Resources [IGNRX] is traded in USA and was established 15th of December 2024. Ivy Natural is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Ivy Funds family. This fund currently has accumulated 511.63 M in assets under management (AUM) with no minimum investment requirementsIvy Natural Resources is currently producing year-to-date (YTD) return of 5.91% with the current yeild of 0.01%, while the total return for the last 3 years was 8.6%.
Check Ivy Natural Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ivy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ivy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ivy Natural Resources Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ivy Natural Resources Mutual Fund Constituents
| CLB | Core Laboratories NV | Stock | Energy | |
| SLB | Schlumberger NV | Stock | Energy | |
| PXD | Pioneer Natural Resources | Stock | Energy | |
| PSX | Phillips 66 | Stock | Energy | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| APD | Air Products and | Stock | Materials | |
| UNP | Union Pacific | Stock | Industrials |
Ivy Natural Resources Risk Profiles
| Mean Deviation | 0.8087 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Risk Adjusted Performance | (0) |
Ivy Natural Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Natural 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 Natural security.
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