IGNAX Rating, Research - Ivy Global Natural Resources A

Ivy Global Natural Resources A (ignax)

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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 = 17

Threats + Weaknesses = 11

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

Fund Management Team

Fund Description Update

Ivy Global Natural Resources A (IGNAX) Description: IGNAX is a mutual fund, which is an investment that owns a basket of assets. The IGNAX 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 long management tenure and is in the large fund size classification. IGNAXs minimum initial investment amount is $500 while the IRA minimum is $0. IGNAXs expense ratio is roughly 1%. The latest IGNAXs front end load was 6% and the back end load was 0%. The Ivy Global Natural Resources A (IGNAX) mutual fund falls under the natural resources category. IGNAX focuses its investments in USA and IGNAX is focused on the materials industry or fund sector. The Ivy Global Natural Resources A (IGNAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IGNAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IGNAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return through growth of capital and current income. The fund normally invests at least 80% of assets in securities of real estate and real estate-related companies, including real estate investment trusts (REITs). It primarily invests in equity securities (see equity research). The fund may invest in equity and debt securities of issuers unrelated to the real estate industry that the portfolio managers believe are undervalued and have potential for growth of capital. It may invest in non-investment grade debt securities of real estate and real estate-related issuers.

Management Analysis Update

Performance Analysis Update