Ivy E Equity Fund Quote

WTRCX Fund  USD 11.38  0.06  0.53%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Ivy Core is trading at 11.38 as of the 17th of March 2025; that is 0.53 percent increase since the beginning of the trading day. The fund's open price was 11.32. 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 together with Ivy Mutual Fund

  0.9ILGRX Ivy Large CapPairCorr
  0.87WRGCX Ivy Small CapPairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationIvy Funds, Large Blend Funds, Large Blend, Ivy Funds (View all Sectors)
Update Date31st of March 2025
Ivy E Equity [WTRCX] is traded in USA and was established 17th of March 2025. Ivy Core is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Ivy Funds family. This fund at this time has accumulated 4.74 B in net assets with no minimum investment requirementsIvy E Equity is currently producing year-to-date (YTD) return of 2.14%, while the total return for the last 3 years was 12.77%.
Check Ivy Core Probability Of Bankruptcy

Instrument Allocation

Top Ivy E Equity Mutual Fund Constituents

TELTE ConnectivityStockInformation Technology
BXBlackstone GroupStockFinancials
BAThe BoeingStockIndustrials
CMECME GroupStockFinancials
AAPLApple IncStockInformation Technology
PMPhilip Morris InternationalStockConsumer Staples
KOThe Coca ColaStockConsumer Staples
CCitigroupStockFinancials
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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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