Ivy Small Cap Fund Quote

ISPVX Fund  USD 18.16  0.00  0.00%   

Performance

6 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 40

 
100  
 
Zero
Below Average
Ivy Small is trading at 18.16 as of the 28th of March 2024; that is No Change since the beginning of the trading day. The fund's open price was 18.16. Ivy Small has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ivy Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. Ivy Small is traded on NASDAQ Exchange in the United States. More on Ivy Small Cap

Moving together with Ivy Mutual Fund

  0.75VSMAX Vanguard Small-cap IndexPairCorr
  0.75VSCIX Vanguard Small-cap IndexPairCorr
  0.75VSCPX Vanguard Small-cap IndexPairCorr
  0.75NAESX Vanguard Small-cap IndexPairCorr
  0.79FSSNX Fidelity Small CapPairCorr
  0.79DFSTX Us Small CapPairCorr
  0.76PASVX T Rowe PricePairCorr

Ivy Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ivy Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ivy Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSmall Blend, Ivy Funds (View all Sectors)
Update Date31st of March 2024
Ivy Small Cap [ISPVX] is traded in USA and was established 28th of March 2024. The fund is listed under Small Blend category and is part of Ivy Funds family. This fund currently has accumulated 782.41 M in assets under management (AUM) with no minimum investment requirementsIvy Small Cap is currently producing year-to-date (YTD) return of 4.54% with the current yeild of 0.0%, while the total return for the last 3 years was 2.67%.
Check Ivy Small Probability Of Bankruptcy

Instrument Allocation

Top Ivy Small Cap Mutual Fund Constituents

BLDTopbuild CorpStockConsumer Discretionary
QTWOQ2 HoldingsStockInformation Technology
THSTreehouse FoodsStockConsumer Staples
ADCAgree RealtyStockReal Estate
EVHEvolent HealthStockHealth Care
POSTPost HoldingsStockConsumer Staples
HALOHalozyme TherapeuticsStockHealth Care
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Ivy Small Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ivy Small market risk premium is the additional return an investor will receive from holding Ivy Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ivy Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ivy Small's alpha and beta are two of the key measurements used to evaluate Ivy Small's performance over the market, the standard measures of volatility play an important role as well.

Ivy Small Against Markets

Picking the right benchmark for Ivy Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ivy Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ivy Small is critical whether you are bullish or bearish towards Ivy Small Cap at a given time. Please also check how Ivy Small's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Ivy Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Ivy Mutual Fund?

Before investing in Ivy Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ivy Small. To buy Ivy Small fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ivy Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Ivy Small fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Ivy Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Ivy Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ivy Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Ivy Small Cap?

The danger of trading Ivy Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ivy Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ivy Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ivy Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

Complementary Tools for Ivy Mutual Fund analysis

When running Ivy Small's price analysis, check to measure Ivy Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ivy Small is operating at the current time. Most of Ivy Small's value examination focuses on studying past and present price action to predict the probability of Ivy Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ivy Small's price. Additionally, you may evaluate how the addition of Ivy Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Ivy Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.