Ivy Small Profile

USD 0.22  1.00%

Ivy Small Summary

Ivy Small Cap Core Y [IYSYX] is traded in USA and was established on July 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 686.2 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 (%)

Target Price Odds Analysis

Odds Below 22.15HorizonTargetOdds Above 22.15
90.40%30 days 22.15 9.20%
Based on normal probability distribution, the odds of Ivy Small to move above current price in 30 days from now is about 9.2% (This Ivy Small Cap Core Y probability density function shows the probability of Ivy Small Fund to fall within a particular range of prices over 30 days) .

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%)
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 Funds
ExchangeNASDAQ Stock Exchange
Fund FamilyIvy Funds
Fund CategorySmall Blend
Phone800 777 6472
CurrencyUSD - US Dollar

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