Ivy Large Cap Fund Quote

ILGRX Fund  USD 38.28  0.16  0.42%   

Performance

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Odds Of Distress

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Ivy Large is trading at 38.28 as of the 18th of March 2025; that is 0.42% increase since the beginning of the trading day. The fund's open price was 38.12. Ivy Large has about a 22 % 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 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
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. More on Ivy Large Cap

Moving together with Ivy Mutual Fund

  0.85WRGCX Ivy Small CapPairCorr
  0.72WRHIX Ivy High IncomePairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationIvy Funds, Large Growth Funds, Large Growth, Ivy Funds, Large Growth, Large Growth (View all Sectors)
Update Date31st of March 2025
Ivy Large Cap [ILGRX] is traded in USA and was established 18th of March 2025. Ivy Large is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Ivy Funds family. This fund currently has accumulated 3.99 B in assets under management (AUM) with no minimum investment requirementsIvy Large Cap is currently producing year-to-date (YTD) return of 0.1%, while the total return for the last 3 years was 13.18%.
Check Ivy Large 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 Large Cap 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 Large Cap Mutual Fund Constituents

MAMastercardStockFinancials
CRMSalesforceStockInformation Technology
ZTSZoetis IncStockHealth Care
NKENike IncStockConsumer Discretionary
VRSKVerisk AnalyticsStockIndustrials
INTUIntuit IncStockInformation Technology
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
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Ivy Large Top Holders

IWGIXIvy Wilshire GlobalMutual FundWorld Allocation
IWGCXIvy Wilshire GlobalMutual FundWorld Allocation
IWGAXIvy Wilshire GlobalMutual FundWorld Allocation
IWGNXIvy Wilshire GlobalMutual FundWorld Allocation
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Ivy Large Cap Risk Profiles

Ivy Large Against Markets

Other Information on Investing in Ivy Mutual Fund

Ivy Large 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 Large security.
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