Ivy Small Cap Fund Filter Stocks by Fundamentals

IYSYX Fund  USD 16.60  0.02  0.12%   
Ivy Small Cap fundamentals help investors to digest information that contributes to Ivy Small's financial success or failures. It also enables traders to predict the movement of Ivy Mutual Fund. The fundamental analysis module provides a way to measure Ivy Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Ivy Small mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

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Fund Asset Allocation for Ivy Small

The fund consists of 98.52% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Ivy Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Ivy Fundamentals

About Ivy Small Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Ivy Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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Check out Ivy Small Piotroski F Score and Ivy Small Altman Z Score analysis.
You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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.