Q4 Earnings Season Looms A Preview
| IYAIXDelisted Fund | USD 17.68 0.00 0.00% |
Slightly above 56% of Ivy Value's investor base is looking to short. The analysis of overall sentiment of trading Ivy Value Fund mutual fund suggests that many investors are alarmed at this time. Ivy Value's investing sentiment can be driven by a variety of factors including economic data, Ivy Value's earnings reports, geopolitical events, and overall market trends.
Ivy |
The first earnings season of the New Year will get underway on January 10th, with the big banks reporting results for the last quarter of 2024. What can investors expect
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Ivy Value Fundamental Analysis
We analyze Ivy Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Value 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.
Three Year Return
Three Year Return Comparative Analysis
Ivy Value is currently under evaluation in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Ivy Value Fund 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 Value mutual fund to make a market-neutral strategy. Peer analysis of Ivy Value could also be used in its relative valuation, which is a method of valuing Ivy Value by comparing valuation metrics with similar companies.
Peers
Ivy Value Related Equities
| LSYFX | Lord Abbett | 0.10 |
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| ARTFX | Artisan High | 0.11 |
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| PHDTX | Pace High | 0.11 |
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| DNHYX | Dunham High | 0.12 |
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| AGDZX | Ab High | 0.14 |
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| VRHYX | Virtus High | 0.26 |
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| LBETX | Lgm Risk | 0.44 |
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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 gross domestic product. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Value Fund 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 Value's history and understand the potential risks before investing.
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