Ivy Global Growth Fund Quote
| ITGRX Fund | USD 39.92 0.55 1.40% |
PerformanceInsignificant
| Odds Of DistressLow
|
Ivy Global is trading at 39.92 as of the 18th of February 2025; that is 1.40% increase since the beginning of the trading day. The fund's open price was 39.37. Ivy Global 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 1st of March 2023 and ending today, the 18th of February 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the manager believes are competitively well-positioned, gaining market share, have the potential for long-term growth andor operate in regions or countries that the manager believes possess attractive growth characteristics. More on Ivy Global Growth
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Ivy Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Ivy Global Growth [ITGRX] is traded in USA and was established 18th of February 2025. Ivy Global is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Ivy Funds family. This fund currently has accumulated 1.05 B in assets under management (AUM) with no minimum investment requirementsIvy Global Growth is currently producing year-to-date (YTD) return of 6.74% with the current yeild of 0.0%, while the total return for the last 3 years was 9.81%.
Check Ivy Global 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 Global Growth 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 Global Growth Mutual Fund Constituents
| FERG | Ferguson Plc | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AIR | AAR Corp | Stock | Industrials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| HCA | HCA Holdings | Etf | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| DG | Dollar General | Stock | Consumer Staples |
Ivy Global Growth Risk Profiles
| Mean Deviation | 0.651 | |||
| Semi Deviation | 1.06 | |||
| Standard Deviation | 0.8856 | |||
| Variance | 0.7842 |
Ivy Global Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Global 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 Global security.
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