Ivy E Equity Fund Quote

WCEAX Fund  USD 16.64  0.09  0.54%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Ivy Core is trading at 16.64 as of the 17th of March 2025; that is 0.54% up since the beginning of the trading day. The fund's open price was 16.55. Ivy Core has about a 21 % 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 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. Ivy Core is traded on NASDAQ Exchange in the United States. More on Ivy E Equity

Moving against Ivy Mutual Fund

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  0.33DMHIX Delaware Minnesota HighPairCorr
  0.32DLTRX Delaware Limited TermPairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationDelaware Funds by Macquarie Funds, Large Blend Funds, Large Blend, Delaware Funds by Macquarie (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Ivy E Equity [WCEAX] is traded in USA and was established 17th of March 2025. Ivy Core is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Delaware Funds by Macquarie family. This fund at this time has accumulated 3.53 B in net assets with no minimum investment requirementsIvy E Equity is currently producing year-to-date (YTD) return of 2.23% with the current yeild of 0.0%, while the total return for the last 3 years was 13.63%.
Check Ivy Core Probability Of Bankruptcy

Instrument Allocation

Top Ivy E Equity Mutual Fund Constituents

NKENike IncStockConsumer Discretionary
CSCOCisco SystemsStockInformation Technology
MAMastercardStockFinancials
ADBEAdobe Systems IncorporatedStockInformation Technology
BAThe BoeingStockIndustrials
AAPLApple IncStockInformation Technology
WMTWalmartStockConsumer Staples
KOThe Coca ColaStockConsumer Staples
More Details

Ivy E Equity Risk Profiles

Ivy Core Against Markets

Other Information on Investing in Ivy Mutual Fund

Ivy Core 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 Core security.
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