Ivy Small Mutual Fund Money Managers
IYSYX Fund | USD 16.60 0.02 0.12% |
Ivy Small is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Ivy Small Cap investing strategy and managing its portfolio trading activities. Break down of Ivy Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ivy Small's future under-performance.
Scott Sullivan Executive Fund Manager |
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Kenneth Gau Executive Fund Manager |
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Ivy |
Ivy Small Net Asset Comparison
Ivy Small Cap is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 21.88 Billion. Ivy Small holds roughly 782.41 Million in net asset claiming about 4% of funds listed under Small Blend category.
Ivy Small Cap Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Ivy Small Cap Price Series Summation is a cross summation of Ivy Small price series and its benchmark/peer.
Ivy Small Notable Stakeholders
An Ivy Small stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Ivy Small often face trade-offs trying to please all of them. Ivy Small's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Ivy Small's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Scott Sullivan | Fund Manager | Profile | |
Kenneth Gau | Fund Manager | Profile |
About Ivy Small Management Performance
The success or failure of an entity such as Ivy Small Cap often depends on how effective the management is. Ivy Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Ivy management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Ivy management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. At least 80 percent of the funds net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap Index at the time of purchase.
The data published in Ivy Small's official financial statements usually reflect Ivy Small's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Ivy Small Cap. For example, before you start analyzing numbers published by Ivy accountants, it's critical to develop an understanding of what Ivy Small's liquidity, profitability, and earnings quality are in the context of the Ivy Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Ivy Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
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 manufacturing. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
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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