ICDAX Rating, Research - Ivy Cundill Global Value A

Ivy Cundill Global Value A (icdax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 76

Threats + Weaknesses = 50

When strengths & opportunities substantially exceed threats & weaknesses an investment in the icdax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ivy Cundill Global Value A (ICDAX) Description: ICDAX is a mutual fund, which is an investment that owns a basket of assets. The ICDAX mutual fund was provided by Ivy and this investment vehicle derives the majority of its value from equity holdings (stocks). Ivys mutual fund has a medium management tenure and is in the average fund size classification. ICDAXs minimum initial investment amount is $500 while the IRA minimum is $0. ICDAXs expense ratio is roughly 2%. The latest ICDAXs front end load was 6% and the back end load was 0%. The Ivy Cundill Global Value A (ICDAX) mutual fund falls under the foreign large-cap value category. ICDAX focuses its investments in EU and Japan and ICDAX is not affiliated with a particular industry or fund sector. The Ivy Cundill Global Value A (ICDAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICDAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICDAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital growth. Any income realized will be incidental. The fund invests primarily in equity securities (see equity research) (including common stock, preferred stock and securities convertible into common stock) throughout the world, including emerging market countries. It may invest in issuers located in any country, in a company of any size and in issuers of any industry. The fund may use certain derivative investment techniques.

Management Analysis Update

Performance Analysis Update