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IVAEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$22.32
Change
-$0.08 (-0.36%)
Net Assets
1.81B

IVAEX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), Intuit (NASDAQ:INTU).

Industry description

The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The fund’s investment manager primarily invests a portion of the fund’s assets in global equity securities that the manager believes can outperform the fund’s benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses (the Equity portion).

Market Cap

The average market capitalization across the Delaware Ivy Asset Strategy Fund Cl I MF is 1.78T. The market cap for tickers in the group ranges from 179.12B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is INTU at 179.12B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Asset Strategy Fund Cl I MF was 26%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 64
Price Growth Rating: 23
SMR Rating: 31
Profit Risk Rating: 15
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com