Ivy Natural is trading at 18.27 as of the 18th of September 2025; that is 0.54% down since the beginning of the trading day. The fund's open price was 18.37. Ivy Natural has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 18th of September 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 of companies with operations throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. More on Ivy Natural Resources
Ivy Natural Resources [IGNAX] is traded in USA and was established 18th of September 2025. Ivy Natural is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of Delaware Funds by Macquarie family. The entity is thematically classified as Energy Funds. This fund currently has accumulated 242.25 M in assets under management (AUM) with minimum initial investment of 750. Ivy Natural Resources is currently producing year-to-date (YTD) return of 11.35% with the current yeild of 0.05%, while the total return for the last 3 years was 9.22%.
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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 Natural Resources 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 Natural Resources Mutual Fund Constituents
Ivy Natural 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 Natural security.