Ivy Large Cap Fund Quote

IYGIX Fund  USD 40.17  0.56  1.37%   

Performance

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Odds Of Distress

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Ivy Large is trading at 40.17 as of the 13th of December 2025; that is 1.37 percent decrease since the beginning of the trading day. The fund's open price was 40.73. Ivy Large has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of September 2025 and ending today, the 13th of December 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

  1.0ILGRX Ivy Large CapPairCorr

Moving against Ivy Mutual Fund

  0.52INRSX Ivy Natural ResourcesPairCorr
  0.32WRHIX Ivy High IncomePairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationIvy Funds, Large Growth Funds, Large Growth, Ivy Funds, Large Growth, Large Growth (View all Sectors)
Update Date31st of December 2025
Ivy Large Cap [IYGIX] is traded in USA and was established 13th of December 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 currently has accumulated 3.99 B in assets under management (AUM) with no minimum investment requirementsIvy Large Cap is currently producing year-to-date (YTD) return of 5.44%, while the total return for the last 3 years was 18.78%.
Check Ivy Large Probability Of Bankruptcy

Instrument Allocation

Top Ivy Large Cap Mutual Fund Constituents

CRMSalesforceStockInformation Technology
VFCVF CorporationStockConsumer Discretionary
NKENike IncStockConsumer Discretionary
ZTSZoetis IncStockHealth Care
HDThe Home DepotStockConsumer Discretionary
KOThe Coca ColaStockConsumer Staples
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
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Ivy Large Top Holders

PFSEXRiskproreg 30 FundMutual FundWorld Large-Stock Blend
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Ivy Large Cap Risk Profiles

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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