The Fed has taken unprecedented steps to inject liquidity into the market in response to COVID-19. This action has provided some stability in fixed income, but uncertainty still remains. Several Ivy portfolio managers share their views on navigating the rapidly evolving fixed income landscape.
The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
Don’t let the current crisis prevent you from growing your business.
Passing on life lessons from generation to generation is important, especially when it comes to topics like money. Discover strategies to raising financially smart kids.
Xers - hitting the big 5-0 is a big milestone. Uncover the three essential plans you may want to consider to protect your family and yourself.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
Portfolio Analysis is a powerful tool that allows you to uncover your portfolio’s aggregate characteristics—all based on the underlying securities in the investments you own. Use this tool to analyze your portfolio’s risk, exposure to different investment sectors and styles, top holdings in individual stocks, and overall strengths and weaknesses.
Multiple Fund Comparison allows you to compare and contrast the performance, portfolio, operations, and risk factors of up to five securities. Use the Multiple Fund Comparison to contrast a recommended fund with a fund in a current portfolio or to find the best option within a group of similar funds.
The Hypothetical Investment Growth Chart allows you to view a fund’s historical performance in relation to a benchmark or alternate investment. Use this tool to perform in-depth research on a particular fund without leaving the Products section of the site, allowing you to find the information needed to make investment decisions without interruption.
Find Similar Funds is a powerful tool that allows you to analyze competing products or to find replacements for existing holdings. The process is simple: enter an open-end mutual fund or exchange-traded fund as the target security.
Ivy Funds Distributor, Inc. (“Ivy”) has licensed these resources from Morningstar® for use by authorized users of the www.ivyfunds.com website. The resources have been developed by Morningstar® and are made available by Ivy exclusively on an "as-is" basis. Ivy expressly disclaims all warranties, whether express or implied, statutory or otherwise, with respect to the resources (and any results obtained from their use) including, without limitation, all warranties or merchantability, fitness for a particular purpose, accuracy, completeness and/or non-infringement. By accessing the Morningstar® resources, users agree to hold Ivy harmless from any such access or use, including liability for any claims, damages or losses relating to the resources, whether such liability involves direct, indirect, special, incidental, punitive and/or consequential damages. Nothing contained herein shall relieve any financial professional user of the Morningstar® resources from the obligation to comply with all applicable laws, rules and regulations relating to the offering of securities referenced in the resources or shift any such obligation to Ivy or any third party.
Any reports distributed from these resources must be preceded or accompanied by the appropriate fund prospectuses. The data, analyses and opinions contained in the reports are provided by Morningstar for informational purposes only and do not represent an offer to buy or sell a security. Ivy does not guarantee the completeness or accuracy of the information. You should consult with your compliance department for guidance on how this information may be used with clients.
