WSTBX Rating, Research - Ivy Science & Technology B

Ivy Science & Technology B (wstbx)

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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 wstbx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ivy Science & Technology B (WSTBX) Description: WSTBX is a mutual fund, which is an investment that owns a basket of assets. The WSTBX 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 small fund size classification. WSTBXs minimum initial investment amount is $500 while the IRA minimum is $0. WSTBXs expense ratio is roughly 3%. The latest WSTBXs front end load was 0% and the back end load was 5%. The Ivy Science & Technology B (WSTBX) mutual fund falls under the technology category. WSTBX focuses its investments in USA and WSTBX is focused on the technology industry or fund sector. The Ivy Science & Technology B (WSTBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WSTBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WSTBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide income and capital appreciation. The fund intends to provide investment results that replicate the performance of the American Gas Association Stock Index (??Index?), an index maintained by the American Gas Association (??A.G.A.?), a national trade association of natural gas companies. It invests under normal circumstances at least 85% of its net assets in the common stock of companies that have natural gas distribution and transmission operations.

Management Analysis Update

Performance Analysis Update