Yeahka And Two Other Stocks Estimated To Be Trading Below Fair Value
| ISPVX Fund | USD 19.77 0.31 1.54% |
Slightly above 61% of Ivy Small's investor base is looking to short. The analysis of overall sentiment of trading Ivy Small Cap mutual fund suggests that many investors are alarmed 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 |
As global markets navigate a period of mixed performance, with major indices showing varied results and central banks adjusting interest rates, investors are increasingly attentive to potential opportunities in undervalued stocks. In this environment, identifying stocks trading below their fair value can be crucial for those looking to capitalize on market inefficiencies and position themselves advantageously amid economic shifts.
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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.
Five Year Return
Five Year Return Comparative Analysis
Ivy Small is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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
| AIADX | Inflation-adjusted | 0.29 | ||||
| CSQIX | Credit Suisse | 0.12 | ||||
| ATACX | Atac Inflation | 0.12 | ||||
| ABNYX | Ab Bond | 0.1 | ||||
| TIILX | Tiaa-cref Inflation-linked | 0.29 | ||||
| ABNOX | Ab Bond | 0.30 |
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.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |