Ivy Apollo Multi Asset Fund Quote
| IMAAX Fund | USD 9.37 0.13 1.37% |
PerformanceWeak
| Odds Of DistressLow
|
Ivy Apollo is trading at 9.37 as of the 22nd of March 2025; that is 1.37% down since the beginning of the trading day. The fund's open price was 9.5. Ivy Apollo has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
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. More on Ivy Apollo Multi Asset
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Blend Funds, World Allocation Funds, World Allocation, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | September |
Ivy Apollo Multi Asset [IMAAX] is traded in USA and was established 22nd of March 2025. Ivy Apollo is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 123.8 M in assets under management (AUM) with no minimum investment requirementsIvy Apollo Multi is currently producing year-to-date (YTD) return of 1.18% with the current yeild of 0.04%, while the total return for the last 3 years was 2.2%.
Check Ivy Apollo 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 Apollo Multi Asset 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 Apollo Multi Asset Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| CVX | Chevron Corp | Stock | Energy | |
| LMT | Lockheed Martin | Stock | Industrials | |
| WFC | Wells Fargo | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| BAC | Bank of America | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services |
Ivy Apollo Multi Risk Profiles
| Mean Deviation | 0.4214 | |||
| Standard Deviation | 0.5507 | |||
| Variance | 0.3032 | |||
| Risk Adjusted Performance | (0.03) |
Ivy Apollo Against Markets
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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