Ivy Global Equity Fund Current Liabilities
| IBIIXDelisted Fund | USD 9.26 0.00 0.00% |
Ivy Global Equity fundamentals help investors to digest information that contributes to Ivy Global's financial success or failures. It also enables traders to predict the movement of Ivy Mutual Fund. The fundamental analysis module provides a way to measure Ivy Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ivy Global mutual fund.
Ivy |
Ivy Global Equity Mutual Fund Current Liabilities Analysis
Ivy Global's Current Liabilities is the company's short term debt. This usually includes obligations that are due within the next 12 months or within one fiscal year. Current liabilities are very important in analyzing a company's financial health as it requires the company to convert some of its current assets into cash.
Current liabilities appear on the company's balance sheet and include all short term debt accounts, accounts and notes payable, accrued liabilities as well as current payments due on the long-term loans. One of the most useful applications of Current Liabilities is the current ratio which is defined as current assets divided by its current liabilities. High current ratios mean that current assets are more than sufficient to pay off current liabilities.
CompetitionIn accordance with the recently published financial statements, Ivy Global Equity has a Current Liabilities of 0.0. This indicator is about the same for the Ivy Funds average (which is currently at 0.0) family and about the same as World Large-Stock Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Ivy Global
The fund consists of 97.01% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Ivy Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Ivy Fundamentals
| Price To Earning | 16.70 X | |||
| Price To Book | 1.82 X | |||
| Price To Sales | 1.43 X | |||
| Total Asset | 591.46 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 12.69 % | |||
| One Year Return | 13.45 % | |||
| Three Year Return | 6.92 % | |||
| Five Year Return | 8.47 % | |||
| Net Asset | 977.89 M | |||
| Last Dividend Paid | 0.18 | |||
| Cash Position Weight | 1.61 % | |||
| Equity Positions Weight | 97.01 % |
About Ivy Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Global Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Global Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Global Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Global's history and understand the potential risks before investing.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |