Ivy Science And Fund Quote
| WSTRX Fund | USD 41.95 0.79 1.85% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ivy Science is trading at 41.95 as of the 19th of March 2025; that is 1.85% down since the beginning of the trading day. The fund's open price was 42.74. Ivy Science has about a 23 % 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80 percent of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science andor technology as an agent of change to significantly enhance their business opportunities. More on Ivy Science And
Moving together with Ivy Mutual Fund
| 0.67 | VISL | Vislink Technologies Upward Rally | PairCorr |
Moving against Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Growth Funds, Technology Funds, Technology, Ivy Funds, Large Growth, Technology (View all Sectors) |
| Update Date | 31st of March 2025 |
Ivy Science And [WSTRX] is traded in USA and was established 19th of March 2025. Ivy Science is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Technology category and is part of Ivy Funds family. This fund at this time has accumulated 8.2 B in net assets with no minimum investment requirementsIvy Science And is currently producing year-to-date (YTD) return of 1.32%, while the total return for the last 3 years was 13.86%.
Check Ivy Science 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 Science And 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 Science And Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| WNS | WNS Holdings | Stock | Industrials | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| OLED | Universal Display | Stock | Information Technology | |
| MU | Micron Technology | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Ivy Science And Risk Profiles
| Mean Deviation | 1.35 | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.91 | |||
| Risk Adjusted Performance | (0.05) |
Ivy Science Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Science 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 Science security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |