Ivy Managed International Fund Equity Positions Weight
| IVTCXDelisted Fund | USD 5.47 0.00 0.00% |
Ivy Managed International fundamentals help investors to digest information that contributes to Ivy Managed'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 Managed'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 Managed mutual fund.
Ivy |
Ivy Managed International Mutual Fund Equity Positions Weight Analysis
Ivy Managed's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Ivy Managed Equity Positions Weight | 98.10 % |
Most of Ivy Managed's fundamental indicators, such as Equity Positions 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 Managed International is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CompetitionAccording to the company disclosure, Ivy Managed International has an Equity Positions Weight of 98%. This is much higher than that of the Ivy Funds family and significantly higher than that of the Foreign Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.
Ivy Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Managed's direct or indirect competition against its Equity Positions 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 Managed could also be used in its relative valuation, which is a method of valuing Ivy Managed by comparing valuation metrics of similar companies.Ivy Managed is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Ivy Managed
The fund consists of 98.1% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Ivy Managed'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 | 15.49 X | |||
| Price To Book | 1.62 X | |||
| Price To Sales | 1.14 X | |||
| Total Asset | 105.21 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 5.56 % | |||
| One Year Return | 8.50 % | |||
| Three Year Return | (2.26) % | |||
| Five Year Return | 4.19 % | |||
| Ten Year Return | 3.35 % | |||
| Net Asset | 198.17 M | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 1.89 % | |||
| Equity Positions Weight | 98.10 % |
About Ivy Managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Managed International's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Managed International 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.
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 main economic indicators. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Managed International 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 Managed's history and understand the potential risks before investing.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |