EP Wealth Advisors LLC Invests 294,000 in Agree Realty Co.
| ISPVX Fund | USD 19.95 0.12 0.61% |
Slightly above 52% of Ivy Small's investor base is interested to short. The analysis of overall sentiment of trading Ivy Small Cap mutual fund suggests that many investors are impartial at this time. Ivy Small's investing sentiment can be driven by a variety of factors including economic data, Ivy Small's earnings reports, geopolitical events, and overall market trends.
Ivy |
EP Wealth Advisors LLC acquired a new stake in Agree Realty Co. during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 3,904 shares of the real estate investment trusts stock, valued at approximately 294,000. A number of other institutional investors also recently modified their
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Ivy Small Fundamental Analysis
We analyze Ivy Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Small 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.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Ivy Small is currently under evaluation in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Ivy Small Cap 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 Small mutual fund to make a market-neutral strategy. Peer analysis of Ivy Small could also be used in its relative valuation, which is a method of valuing Ivy Small by comparing valuation metrics with similar companies.
Peers
Ivy Small Related Equities
| IRSYX | Ivy Advantus | 1.49 | ||||
| WMGYX | Ivy Mid | 1.09 | ||||
| AIERX | Invesco International | 0.1 | ||||
| WHIYX | Ivy High | 0.99 |
Other Information on Investing in Ivy Mutual Fund
Ivy Small 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 Small security.
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