Ivy Core Selected Fundamentals

WCEAX -- USA Fund  

USD 14.77  0.10  0.68%

Ivy Core fundamental analysis lookup allows you to check this and other indicators for Ivy Core Equity Fund Class A or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

Ivy Core Minimum Initial Investment Analysis

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Minimum Initial Investment 
=  
First Fund Deposit 
More About Minimum Initial Investment | All Equity Analysis
Ivy Core Minimum Initial Investment  =
750
Ivy Core ValuationFundamentalsBuy or Sell

About Minimum Initial Investment

Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Compare to competition
Based on recorded statements Ivy Core Equity Fund Class A has Minimum Initial Investment of 750. This is much higher than that of the Ivy Funds family, and significantly higher than that of Large Growth category, The Minimum Initial Investment for all funds is notably lower than the firm.

Ivy Core Equity Fundamental Drivers Relationships

Ivy Core Equity Fund Class A is rated below average in net asset among similar funds. It is rated below average in one year return among similar funds .

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Fundamentals Matrix

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Fund Instrument Allocation for Ivy Core

The fund consists of 97.72% investments in stocks, with the rest of investments allocated between bonds, cash.
 Value 
      Instrument Type 

Ivy Core current financial ratios



 
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