Oil industry faces short-term hurricane impact
While it’s too early to know the full economic and human toll of Hurricane Harvey, we expect a relatively short-term impact on the U.S. energy industry.
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Portfolio Analysis
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Multiple Fund Comparison
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.
Investment Growth
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Portfolio Comparison
Portfolio Comparison is a powerful tool that creates a revealing side-by-side analysis of two separate portfolios to help your clients understand exactly how your proposed portfolio compares with their current holdings. Use this tool to analyze asset allocation, regional and sector exposure, investment style, and underlying holdings for two portfolios. The end result is a set of PDF reports that helps you present your recommendations and clearly explain proposed changes to your client either at an asset class or investment level.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.
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