Ivy E Equity Fund Quote
| WTRCX Fund | USD 12.04 0.16 1.31% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Ivy Core is trading at 12.04 as of the 7th of May 2024; that is -1.31 percent decrease since the beginning of the trading day. The fund's open price was 12.2. Ivy Core has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ivy E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of April 2024 and ending today, the 7th of May 2024. Click here to learn more.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. More on Ivy E Equity
Moving together with Ivy Mutual Fund
| 0.7 | ILGRX | Ivy Large Cap | PairCorr |
| 0.65 | WRGCX | Ivy Small Cap | PairCorr |
| 0.74 | WRHIX | Ivy High Income | PairCorr |
| 0.72 | IMACX | Ivy Apollo Multi | PairCorr |
| 0.74 | IMAIX | Ivy Apollo Multi | PairCorr |
| 0.72 | IMAYX | Ivy Apollo Multi | PairCorr |
| 0.68 | WSCYX | Ivy Small Cap | PairCorr |
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 Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ivy Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Ivy Funds, Large Growth Funds, Large Blend Funds, Large Blend, Ivy Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
Ivy E Equity [WTRCX] is traded in USA and was established 7th of May 2024. Ivy Core is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Ivy Funds family. This fund at this time has accumulated 4.74 B in net assets with no minimum investment requirementsIvy E Equity is currently producing year-to-date (YTD) return of 7.75% with the current yeild of 0.0%, while the total return for the last 3 years was 7.27%.
Check Ivy Core Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ivy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ivy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ivy E Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ivy E Equity Mutual Fund Constituents
| PM | Philip Morris International | Stock | Consumer Staples |
| C | Citigroup | Stock | Financials |
| BA | The Boeing | Stock | Industrials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| PGR | Progressive Corp | Stock | Financials |
| V | Visa Class A | Stock | Financials |
| BX | Blackstone Group | Stock | Financials |
Ivy Core Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ivy Core jumping above the current price in 90 days from now is about 31.51%. The Ivy E Equity probability density function shows the probability of Ivy Core mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ivy Core has a beta of 0.1013. This entails as returns on the market go up, Ivy Core average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ivy E Equity will be expected to be much smaller as well. Additionally, ivy E Equity has an alpha of 0.0936, implying that it can generate a 0.0936 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Ivy Core to move above the current price in 90 days from now is about 31.51 (This Ivy E Equity probability density function shows the probability of Ivy Mutual Fund to fall within a particular range of prices over 90 days) .
Ivy E Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ivy Core market risk premium is the additional return an investor will receive from holding Ivy Core 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 Core. 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 Core's alpha and beta are two of the key measurements used to evaluate Ivy Core's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6133 | |||
| Semi Deviation | 0.6441 | |||
| Standard Deviation | 0.8112 | |||
| Variance | 0.6581 |
Ivy Core Against Markets
Picking the right benchmark for Ivy Core 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 Core 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 Core is critical whether you are bullish or bearish towards Ivy E Equity at a given time. Please also check how Ivy Core'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 Core 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.Did you try this?
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Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Ivy Mutual Fund?
Before investing in Ivy Core, 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 Core. To buy Ivy Core fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ivy Core. 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 Core fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ivy E Equity 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 E Equity 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 E Equity, 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 E Equity?
The danger of trading Ivy E Equity 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 Core 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 Core. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ivy E Equity 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 Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Ivy E Equity. 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 main economic indicators. Note that the Ivy E Equity information on this page should be used as a complementary analysis to other Ivy Core's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.