Ivy International E Fund Quote
| IVVYX Fund | USD 21.10 0.08 0.38% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ivy International is trading at 21.10 as of the 28th of November 2024; that is 0.38% up since the beginning of the trading day. The fund's open price was 21.02. Ivy International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Ivy International E are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 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. It will invest primarily in common stocks of non-U.S. companies, which may include companies located or operating in developed or emerging markets. More on Ivy International E
Moving together with Ivy Mutual Fund
| 0.85 | IMACX | Ivy Apollo Multi | PairCorr |
| 0.84 | IMAIX | Ivy Apollo Multi | PairCorr |
| 0.84 | IMAYX | Ivy Apollo Multi | PairCorr |
Moving against Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Ivy Funds, Large Blend, Foreign Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Ivy International E [IVVYX] is traded in USA and was established 28th of November 2024. Ivy International is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Ivy Funds family. This fund currently has accumulated 6.94 B in assets under management (AUM) with no minimum investment requirementsIvy International is currently producing year-to-date (YTD) return of 5.7% with the current yeild of 0.02%, while the total return for the last 3 years was 1.98%.
Check Ivy International 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 International E 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 International E Mutual Fund Constituents
| AHEXF | Adecco Group AG | Pink Sheet | Staffing & Employment Services | |
| ISUZF | Isuzu Motors Limited | Pink Sheet | Auto Manufacturers | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| AIR | AAR Corp | Stock | Industrials | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| GLD | SPDR Gold Shares | Etf | Commodities Focused | |
| NPPXF | Nippon Telegraph Telephone | Pink Sheet | Telecom Services | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Ivy International Risk Profiles
| Mean Deviation | 0.6439 | |||
| Standard Deviation | 0.8629 | |||
| Variance | 0.7447 | |||
| Risk Adjusted Performance | (0.05) |
Ivy International Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy International financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy International security.
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