Ivy Emerging Markets Fund Cash Position Weight
| IECAXDelisted Fund | USD 7.92 0.00 0.00% |
Ivy Emerging Markets fundamentals help investors to digest information that contributes to Ivy Emerging'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 Emerging'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 Emerging mutual fund.
Ivy |
Ivy Emerging Markets Mutual Fund Cash Position Weight Analysis
Ivy Emerging's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Ivy Emerging Cash Position Weight | 15.72 % |
Most of Ivy Emerging's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ivy Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Ivy Emerging Markets has 15.72% in Cash Position Weight. This is much higher than that of the Delaware Funds by Macquarie family and significantly higher than that of the Emerging-Markets Local-Currency Bond category. The cash position weight for all United States funds is notably lower than that of the firm.
Ivy Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Ivy Emerging's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Ivy Emerging could also be used in its relative valuation, which is a method of valuing Ivy Emerging by comparing valuation metrics of similar companies.Ivy Emerging is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Ivy Emerging
The fund consists of 84.06% investments in fixed income securities, with the rest of funds allocated in stocks, cash.Asset allocation divides Ivy Emerging'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
| Total Asset | 30.67 M | |||
| One Year Return | 0.93 % | |||
| Three Year Return | (2.20) % | |||
| Five Year Return | (0.50) % | |||
| Net Asset | 30.67 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 15.72 % | |||
| Equity Positions Weight | 0.22 % | |||
| Bond Positions Weight | 84.06 % |
About Ivy Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Ivy Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Emerging Markets 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.
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 nation. Note that the Ivy Emerging Markets information on this page should be used as a complementary analysis to other Ivy Emerging'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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Other Consideration for investing in Ivy Mutual Fund
If you are still planning to invest in Ivy Emerging Markets check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Ivy Emerging's history and understand the potential risks before investing.
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