Duff Phelps Investment Management Co. Grows Holdings in AvalonBay Communities, Inc.
| IRSRX Fund | USD 14.24 0.37 2.53% |
Slightly above 62% of Ivy Advantus' investor base is looking to short. The analysis of overall sentiment of trading Ivy Advantus Real mutual fund suggests that many investors are alarmed at this time. Ivy Advantus' investing sentiment can be driven by a variety of factors including economic data, Ivy Advantus' earnings reports, geopolitical events, and overall market trends.
Ivy |
Duff Phelps Investment Management Co. boosted its holdings in AvalonBay Communities, Inc. by 4.1 percent in the 3rd quarter, according to its most recent Form 13F filing with the Securities Exchange Commission. The fund owned 857,241 shares of the real estate investment trusts stock after purchasing an additional 33,934 shares
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Ivy Advantus Fundamental Analysis
We analyze Ivy Advantus' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Advantus using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Advantus 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.
Ten Year Return
Ten Year Return Comparative Analysis
Ivy Advantus is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ivy Advantus Real Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Ivy Advantus mutual fund to make a market-neutral strategy. 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 with similar companies.
Peers
Ivy Advantus Related Equities
| RAAEX | Short-term Bond | 0.11 | ||||
| CMGUX | Cmg Ultra | 0.00 | ||||
| VMSSX | Virtus Multi-sector | 0.00 | ||||
| SUSAX | Siit Ultra | 0.00 | ||||
| FUEMX | Fidelity Flex | 0.1 | ||||
| AOUNX | Angel Oak | 0.10 | ||||
| JSNIX | Jhancock Short | 0.11 |
Other Information on Investing in Ivy Mutual Fund
Ivy Advantus 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 Advantus security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |