Ivy Advantus Bond Fund Cash Position Weight
Ivy Advantus Bond fundamentals help investors to digest information that contributes to Ivy Advantus' 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 Advantus' 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 Advantus mutual fund.
Ivy |
Ivy Advantus Bond Mutual Fund Cash Position Weight Analysis
Ivy Advantus' Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Ivy Advantus Cash Position Weight | 4.09 % |
Most of Ivy Advantus' fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ivy Advantus Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Ivy Advantus Bond has 4.09% in Cash Position Weight. This is much higher than that of the Ivy Funds family and significantly higher than that of the Intermediate Core-Plus Bond category. The cash position weight for all United States funds is notably lower than that of the firm.
Ivy Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Advantus' direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ivy Advantus could also be used in its relative valuation, which is a method of valuing Ivy Advantus by comparing valuation metrics of similar companies.Ivy Advantus is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Ivy Advantus
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Ivy Advantus' 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
| Total Asset | 632.64 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 1.65 % | |||
| One Year Return | 5.05 % | |||
| Three Year Return | (2.27) % | |||
| Five Year Return | 0.62 % | |||
| Ten Year Return | 4.31 % | |||
| Net Asset | 906.29 M | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 4.09 % | |||
| Bond Positions Weight | 2.53 % |
Also Currently Popular
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 unemployment. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Advantus Bond 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 Advantus' history and understand the potential risks before investing.
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