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JVIMX

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Analysis and statistics

  • Open
    14.9122$
  • Previous Close
    14.9122$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

JVIMX.US represents the Ivy Value Fund Investor Class. This is a mutual fund offered by Ivy Funds, aiming to achieve long-term capital appreciation by investing primarily in a diversified portfolio of undervalued equity securities of established companies. It seeks companies with strong fundamentals that are trading below their intrinsic value, a strategy known as value investing. The fund's performance is subject to market fluctuations and the specific investment decisions made by the fund's managers.

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Factors

Economic Conditions: Overall economic health influences investment returns, impacting JVIMX.US. Strong growth boosts corporate earnings and market sentiment. Interest Rates: Rising interest rates can decrease the attractiveness of bonds held by JVIMX.US, potentially lowering its price. Market Sentiment: Investor confidence and risk appetite play a crucial role. Positive sentiment drives demand, pushing prices up, while fear can cause declines. Fund Management: The fund manager's expertise in selecting securities significantly impacts performance and, consequently, price. Asset Allocation: The mix of stocks, bonds, and other assets within JVIMX.US affects its risk profile and potential returns. Inflation: Rising inflation erodes purchasing power and can lead to higher interest rates, both potentially negatively impacting JVIMX.US.

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