Ivy Wilshire Global Fund Retained Earnings
| IWGNX Fund | USD 8.22 0.04 0.48% |
Ivy Wilshire Global fundamentals help investors to digest information that contributes to Ivy Wilshire'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 Wilshire'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 Wilshire mutual fund.
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Ivy Wilshire Global Mutual Fund Retained Earnings Analysis
Ivy Wilshire's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
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Based on the latest financial disclosure, Ivy Wilshire Global has a Retained Earnings 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 Allocation (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 Wilshire
The fund invests 60.88% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (33.89%) , cash (4.43%) and various exotic instruments.Asset allocation divides Ivy Wilshire'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
| Total Asset | 1.04 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 9.94 % | ||||
| One Year Return | 11.39 % | ||||
| Three Year Return | 3.04 % | ||||
| Five Year Return | 5.76 % | ||||
| Ten Year Return | 4.81 % | ||||
| Net Asset | 939.17 M | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 4.43 % | ||||
| Equity Positions Weight | 60.88 % | ||||
| Bond Positions Weight | 33.89 % |
About Ivy Wilshire Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Wilshire Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Wilshire using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Wilshire Global 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.Other Information on Investing in Ivy Mutual Fund
Ivy Wilshire 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 Wilshire security.
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