Ivy Small Profile

USD 0.020001  0.10%

Ivy Small Summary

Ivy Small Cap Core Y [IYSYX] is traded in USA and was established on March 19, 2018. The fund is listed under Small Blend category and is part of Ivy Funds family. Ivy Small Cap Core Y currently has accumulated 661.2 M in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 18.56%.
Check Ivy Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Ivy Small Cap Risk Profiles

Key Fundamentals

Ivy Small Against Markets

Current Ratings

Ivy Small 30 Days Performance Scores
Risk Adjusted
Performance Score (0 to 100)
Chance of
Financial Distress (0 to 100%)
< 11% 
Equity ratings for Ivy Small Cap Core Y are calculated dynamically based on Macroaxis scoring framework. Click here to learn more
The fund seeks to achieve its objective by investing primarily in various types of equity securities of small-capitalization companies that the Portfolio investment manager believes have the greatest potential for capital appreciation. Ivy Small is traded on NASDAQ Stock Exchange in USA. more
NameIvy Small Cap Core Y
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressIvy Funds6300 Lamar Avenue, P.O. Box 29217Overland Park, KS 66202
ExchangeNASDAQ Stock Exchange
Fund FamilyIvy Funds
Fund CategorySmall Blend
Contact Number800 777 6472
CurrencyUSD - US Dollar

Diversify with Ivy Small Cap Core Y

Build Optimal Portfolios
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations when you add Ivy Small Cap Core Y to your portfolio


Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas