Ivy Mid is trading at 19.20 as of the 22nd of July 2025; that is 0.31 percent decrease since the beginning of the trading day. The fund's open price was 19.26. Ivy Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the manager believes demonstrate favorable prospects for total return. It invests at least 80 percent of its net assets in the securities of mid-capitalization companies which for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap Index over the last 13 months at the time of acquisition.. More on Ivy Mid Cap
Ivy Mid Cap [IVOCX] is traded in USA and was established 22nd of July 2025. Ivy Mid is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Ivy Funds family. This fund currently has accumulated 408.32 M in assets under management (AUM) with no minimum investment requirementsIvy Mid Cap is currently producing year-to-date (YTD) return of 6.9% with the current yeild of 0.01%, while the total return for the last 3 years was 10.98%.
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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 Mid Cap 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.
Ivy Mid 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 Mid security.