Ivy Large Cap Fund Quote
| WLGRX Fund | USD 34.98 0.04 0.11% |
PerformanceStrong
| Odds Of DistressLow
|
Ivy Large is trading at 34.98 as of the 19th of July 2025; that is 0.11% increase since the beginning of the trading day. The fund's open price was 34.94. Ivy Large has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a 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 primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors expectations. More on Ivy Large Cap
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Growth Funds, Large Growth, Ivy Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Ivy Large Cap [WLGRX] is traded in USA and was established 19th of July 2025. Ivy Large is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Ivy Funds family. This fund at this time has accumulated 3.99 B in net assets with no minimum investment requirementsIvy Large Cap is currently producing year-to-date (YTD) return of 4.24%, while the total return for the last 3 years was 19.14%.
Check Ivy Large 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 Large 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.
Top Ivy Large Cap Mutual Fund Constituents
| MCHP | Microchip Technology | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| CRM | Salesforce | Stock | Information Technology | |
| VFC | VF Corporation | Stock | Consumer Discretionary | |
| GS | Goldman Sachs Group | Stock | Financials | |
| CME | CME Group | Stock | Financials | |
| KO | The Coca Cola | Stock | Consumer Staples |
Ivy Large Cap Risk Profiles
| Mean Deviation | 0.6961 | |||
| Semi Deviation | 0.6754 | |||
| Standard Deviation | 0.9867 | |||
| Variance | 0.9736 |
Ivy Large Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Large 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 Large security.
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