Ivy Large Cap Fund Quote
| WLGAX Fund | USD 34.32 0.15 0.44% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ivy Large is trading at 34.32 as of the 18th of March 2025; that is 0.44% up since the beginning of the trading day. The fund's open price was 34.17. Ivy Large 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 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors expectations. More on Ivy Large Cap
Moving together with Ivy Mutual Fund
| 0.96 | OASGX | Optimum Small Mid | PairCorr |
| 0.83 | OASVX | Optimum Small Mid | PairCorr |
| 0.93 | WSGAX | Ivy Small Cap | PairCorr |
Moving against Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Growth Funds, Large Growth, Delaware Funds by Macquarie, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Ivy Large Cap [WLGAX] is traded in USA and was established 18th of March 2025. Ivy Large is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Delaware Funds by Macquarie family. This fund at this time has accumulated 5.8 B in net assets with no minimum investment requirementsIvy Large Cap is currently producing year-to-date (YTD) return of 0.08%, while the total return for the last 3 years was 12.83%.
Check Ivy Large 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 Large Cap 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 Large Cap Mutual Fund Constituents
| CRM | Salesforce | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| VFC | VF Corporation | Stock | Consumer Discretionary | |
| CAT | Caterpillar | Stock | Industrials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| KO | The Coca Cola | Stock | Consumer Staples |
Ivy Large Cap Risk Profiles
| Mean Deviation | 0.8415 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.11) |
Ivy Large Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Large 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 Large security.
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