MTM Investment Management LLC Acquires 144 Shares of CocaCola Company
| WASCX Fund | USD 20.82 0.19 0.92% |
Slightly above 50% of Ivy Asset's investors are presently thinking to get in. The analysis of overall sentiment of trading Ivy Asset Strategy mutual fund suggests that some investors are interested at this time. Ivy Asset's investing sentiment can be driven by a variety of factors including economic data, Ivy Asset's earnings reports, geopolitical events, and overall market trends.
Ivy |
MTM Investment Management LLC increased its holdings in shares of CocaCola Company by 0.3 percent during the first quarter, Holdings Channel reports. The fund owned 50,612 shares of the companys stock after acquiring an additional 144 shares during the quarter. CocaCola comprises about 1.4 percent of MTM Investment Management LLCs holdings, making
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Ivy Asset Fundamental Analysis
We analyze Ivy Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Ivy Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Ivy Asset based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Five Year Return
Five Year Return Comparative Analysis
Ivy Asset is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Ivy Asset Strategy Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Ivy Asset mutual fund to make a market-neutral strategy. Peer analysis of Ivy Asset could also be used in its relative valuation, which is a method of valuing Ivy Asset by comparing valuation metrics with similar companies.
Peers
Ivy Asset Related Equities
| VOLMX | Volumetric Fund | 1.06 | ||||
| HAIDX | Harbor Diversified | 1.06 | ||||
| CFNLX | National Tax | 0.11 | ||||
| TMSRX | T Rowe | 0.11 | ||||
| STARX | Astor Star | 0.87 | ||||
| REVAX | Rbc Funds | 0.94 | ||||
| TSCHX | Tiaa-cref Small-cap | 1.89 |
Other Information on Investing in Ivy Mutual Fund
Ivy Asset financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Asset security.
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