IVDAX Rating, Research - Ivy Dividend Opportunities A

Ivy Dividend Opportunities A (ivdax)

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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 = 68

Threats + Weaknesses = 52

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

Fund Management Team

Fund Description Update

Ivy Dividend Opportunities A (IVDAX) Description: IVDAX is a mutual fund, which is an investment that owns a basket of assets. The IVDAX 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. IVDAXs minimum initial investment amount is $500 while the IRA minimum is $0. IVDAXs expense ratio is roughly 1%. The latest IVDAXs front end load was 6% and the back end load was 0%. The Ivy Dividend Opportunities A (IVDAX) mutual fund falls under the large-cap mixed category. IVDAX focuses its investments in USA and IVDAX is not affiliated with a particular industry or fund sector. The Ivy Dividend Opportunities A (IVDAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IVDAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IVDAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide a high total return from a portfolio of selected equity securities (see equity research). The fund invests normally at least 80% of assets in different U.S. securities, selected from a universe of publicly traded large-capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices. It takes long and short positions mainly in equity securities (see equity research) and derivatives on those securities of companies that each have a market capitalization of at least $4 billion.

Management Analysis Update

Performance Analysis Update