Ivy Apollo Multi Asset Fund Quote

IMAAX Fund  USD 9.00  0.00  0.00%   

Performance

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Odds Of Distress

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Low
Ivy Apollo is trading at 9.00 as of the 12th of July 2025; that is No Change since the beginning of the trading day. The fund's open price was 9.0. Ivy Apollo has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of April 2025 and ending today, the 12th of July 2025. Click here to learn more.
The fund seeks to achieve its objectives by primarily investing its assets among a diversified portfolio of global equity and equity-income generating securities. Ivy Apollo is traded on NASDAQ Exchange in the United States. More on Ivy Apollo Multi Asset

Moving together with Ivy Mutual Fund

  0.68OASGX Optimum Small MidPairCorr
  0.65OASVX Optimum Small MidPairCorr
  0.7WASAX Ivy Asset StrategyPairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationDelaware Funds by Macquarie Funds, Large Blend Funds, World Allocation Funds, World Allocation, Delaware Funds by Macquarie (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Ivy Apollo Multi Asset [IMAAX] is traded in USA and was established 12th of July 2025. Ivy Apollo is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 123.8 M in assets under management (AUM) with no minimum investment requirementsIvy Apollo Multi is currently producing year-to-date (YTD) return of 0.72% with the current yeild of 0.03%, while the total return for the last 3 years was 0.67%.
Check Ivy Apollo Probability Of Bankruptcy

Instrument Allocation

Top Ivy Apollo Multi Asset Mutual Fund Constituents

INTCIntelStockInformation Technology
CVXChevron CorpStockEnergy
LMTLockheed MartinStockIndustrials
WFCWells FargoStockFinancials
JNJJohnson JohnsonStockHealth Care
HYGiShares iBoxx HighEtfHigh Yield Bond
BACBank of AmericaStockFinancials
VZVerizon CommunicationsStockCommunication Services
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Ivy Apollo Multi Risk Profiles

Ivy Apollo Against Markets

Other Information on Investing in Ivy Mutual Fund

Ivy Apollo 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 Apollo security.
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