Ivy Global is trading at 20.49 as of the 5th of January 2026; that is 0.53 percent decrease since the beginning of the trading day. The fund's open price was 20.6. Ivy Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 6th of December 2025 and ending today, the 5th of January 2026. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the manager believes are competitively well-positioned, gaining market share, have the potential for long-term growth andor operate in regions or countries that the manager believes possess attractive growth characteristics. More on Ivy Global Growth
Ivy Global Growth [IVNCX] is traded in USA and was established 5th of January 2026. Ivy Global is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Ivy Funds family. This fund currently has accumulated 1.05 B in assets under management (AUM) with no minimum investment requirementsIvy Global Growth is currently producing year-to-date (YTD) return of 12.18% with the current yeild of 0.0%, while the total return for the last 3 years was 16.39%.
Check Ivy Global 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 Global Growth 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 Global 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 Global security.