WSTAX Rating, Research - Ivy Science & Technology A

Ivy Science & Technology A (wstax)

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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 = 181

Threats + Weaknesses = 92

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests normally at least 80% of net assets in securities of science or technology companies or companies benefited by the application of scientific or technological discoveries. It may also invest in companies that utilize science and/or technology to improve their existing business even though the business is not within the science and technology industries. The fund may invest in companies of any size, and may invest without limitation in foreign securities.

Management Analysis Update

Performance Analysis Update