IYSAX Rating, Research - Ivy Small Cap Value A

Ivy Small Cap Value A (iysax)

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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 = 36

Threats + Weaknesses = 14

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

Fund Management Team

Fund Description Update

Ivy Small Cap Value A (IYSAX) Description: IYSAX is a mutual fund, which is an investment that owns a basket of assets. The IYSAX 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 short management tenure and is in the average fund size classification. IYSAXs minimum initial investment amount is $500 while the IRA minimum is $0. IYSAXs expense ratio is roughly 2%. The latest IYSAXs front end load was 6% and the back end load was 0%. The Ivy Small Cap Value A (IYSAX) mutual fund falls under the small mixed category. IYSAX focuses its investments in USA and IYSAX is not affiliated with a particular industry or fund sector. The Ivy Small Cap Value A (IYSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IYSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IYSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests at least 80% of net assets in securities of small companies. A small company is defined as having a market capitalization of less than $2.5 billion at the time of purchase. The fund mainly invests in common stocks (see stock research) of small companies that Champlain Investment Partners, LLC (the "Adviser") believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

Management Analysis Update

Performance Analysis Update