Ivy Wilshire Global Fund Quote
| IWGNX Fund | USD 8.26 0.03 0.36% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ivy Wilshire is trading at 8.26 as of the 26th of December 2024; that is 0.36% increase since the beginning of the trading day. The fund's open price was 8.23. Ivy Wilshire 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 29th of June 2024 and ending today, the 26th of December 2024. Click here to learn more.
The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of equity and fixed-income mutual funds, including affiliated and unaffiliated equity and fixed-income mutual funds and unaffiliated exchange-traded funds , and directly investing in stocks and bonds. More on Ivy Wilshire Global
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Blend Funds, World Allocation Funds, World Allocation, Ivy Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Ivy Wilshire Global [IWGNX] is traded in USA and was established 26th of December 2024. Ivy Wilshire is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Ivy Funds family. This fund currently has accumulated 939.17 M in assets under management (AUM) with no minimum investment requirementsIvy Wilshire Global is currently producing year-to-date (YTD) return of 9.94% with the current yeild of 0.02%, while the total return for the last 3 years was 3.04%.
Check Ivy Wilshire 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 Wilshire Global 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 Wilshire Global Mutual Fund Constituents
| IBNDX | Ivy Advantus Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| ICEQX | Ivy E Equity | Mutual Fund | Large Blend | |
| ICNGX | Ivy Cundill Global | Mutual Fund | Foreign Large Value | |
| IDANX | Ivy Proshares Sp | Mutual Fund | Large Value | |
| IGJNX | Ivy Government Securities | Mutual Fund | Intermediate Government | |
| IINCX | Ivy International E | Mutual Fund | Foreign Large Blend | |
| ILGRX | Ivy Large Cap | Mutual Fund | Large Growth | |
| IMEGX | Ivy Emerging Markets | Mutual Fund | Diversified Emerging Mkts |
Ivy Wilshire Global Risk Profiles
| Mean Deviation | 0.3362 | |||
| Standard Deviation | 0.454 | |||
| Variance | 0.2061 | |||
| Risk Adjusted Performance | (0.02) |
Ivy Wilshire Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |