Ivy E Equity Fund Quote
| WCEAX Fund | USD 18.69 0.13 0.70% |
PerformanceVery Strong
| Odds Of DistressLow
|
Ivy E is trading at 18.69 as of the 19th of July 2025; that is 0.70% up since the beginning of the trading day. The fund's open price was 18.56. Ivy E has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. More on Ivy E Equity
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Blend Funds, Large Blend, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Ivy E Equity [WCEAX] is traded in USA and was established 19th of July 2025. Ivy E is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Delaware Funds by Macquarie family. This fund at this time has accumulated 3.53 B in net assets with no minimum investment requirementsIvy E Equity is currently producing year-to-date (YTD) return of 8.75% with the current yeild of 0.0%, while the total return for the last 3 years was 19.84%.
Check Ivy E 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 E Equity 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 E Equity Mutual Fund Constituents
| HD | Home Depot | Stock | Consumer Discretionary | |
| WMT | Walmart | Stock | Consumer Staples | |
| BAC | Bank of America | Stock | Financials | |
| MA | Mastercard | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| PGR | Progressive Corp | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information |
Ivy E Equity Risk Profiles
| Mean Deviation | 0.6339 | |||
| Semi Deviation | 0.4625 | |||
| Standard Deviation | 0.8807 | |||
| Variance | 0.7757 |
Ivy E Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy E 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 E security.
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