Ivy Small Cap Fund Quote
| WSGRX Fund | USD 10.76 0.16 1.51% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ivy Small is trading at 10.76 as of the 18th of March 2025; that is 1.51% increase since the beginning of the trading day. The fund's open price was 10.6. Ivy Small 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 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, under normal circumstances, at least 80 percent of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000 Growth Index over the last 13 months at the time of acquisition.. More on Ivy Small Cap
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Funds, Small Growth Funds, Small Growth, Ivy Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Ivy Small Cap [WSGRX] is traded in USA and was established 18th of March 2025. Ivy Small is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Ivy Funds family. This fund at this time has accumulated 2.6 B in net assets with no minimum investment requirementsIvy Small Cap is currently producing year-to-date (YTD) return of 2.57%, while the total return for the last 3 years was 0.71%.
Check Ivy Small 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 Small 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 Small Cap Mutual Fund Constituents
| DLR | Digital Realty Trust | Stock | Real Estate | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| XPO | XPO Logistics | Stock | Industrials | |
| WING | Wingstop | Stock | Consumer Discretionary | |
| TDOC | Teladoc | Stock | Health Care | |
| CYRX | Cryoport | Stock | Health Care | |
| MRCY | Mercury Systems | Stock | Industrials | |
| KNX | Knight Transportation | Stock | Industrials |
Ivy Small Cap Risk Profiles
| Mean Deviation | 1.24 | |||
| Standard Deviation | 1.66 | |||
| Variance | 2.77 | |||
| Risk Adjusted Performance | (0.17) |
Ivy Small Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Small 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 Small security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |