Ivy Emerging Markets Fund Quote
| IMEGX Fund | USD 20.25 0.02 0.1% |
PerformanceInsignificant
| Odds Of DistressLow
|
Ivy Emerging is trading at 20.25 as of the 21st of March 2025; that is 0.1% down since the beginning of the trading day. The fund's open price was 20.27. Ivy Emerging has about a 21 % 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily common stock, of companies from countries considered to be emerging market countries or that are economically linked to emerging market countries. More on Ivy Emerging Markets
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Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Ivy Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Ivy Emerging Markets [IMEGX] is traded in USA and was established 21st of March 2025. Ivy Emerging is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Ivy Funds family. This fund currently has accumulated 2.15 B in assets under management (AUM) with no minimum investment requirementsIvy Emerging Markets is currently producing year-to-date (YTD) return of 3.3% with the current yeild of 0.04%, while the total return for the last 3 years was 3.62%.
Check Ivy Emerging 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 Emerging Markets 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 Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| NTES | NetEase | Stock | Communication Services | |
| SNPTF | Sunny Optical Technology | Pink Sheet | Electronic Components | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| SQM | Sociedad Quimica y | Stock | Materials | |
| BIDU | Baidu Inc | Stock | Communication Services |
Ivy Emerging Top Holders
| IWGIX | Ivy Wilshire Global | Mutual Fund | World Allocation | |
| IWGCX | Ivy Wilshire Global | Mutual Fund | World Allocation | |
| IWGAX | Ivy Wilshire Global | Mutual Fund | World Allocation | |
| IWGNX | Ivy Wilshire Global | Mutual Fund | World Allocation |
Ivy Emerging Markets Risk Profiles
| Mean Deviation | 0.7088 | |||
| Semi Deviation | 0.9418 | |||
| Standard Deviation | 0.9521 | |||
| Variance | 0.9065 |
Ivy Emerging Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Emerging 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 Emerging security.
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