IVSS - Applied Finance IVS US SMID ETF Stock Price & Dividend Safety Sector: Financial Services | Exchange: NASDAQ Global Market Current Price & Safety Score Price: 30.40 USD StockBonds Safety Grade: Altman Z-Score (Bankruptcy Risk): 0.00 StockBond Score: -0.37 Company Description The IVSS ETF is an actively managed fund primarily dedicating around 80 of its total assets to equity securities of US small and midsized companies These are defined as firms with market capitalizations below 15 billion at the time of acquisition which the strategy anticipates offer the potential for higherthanaverage returns Its investment approach is guided by an Intrinsic Value Stewardship IVS analytical framework which systematically evaluates key corporate health indicators such as profitability metrics competitive landscape growth trajectories cost of capital and capital structure The portfolio typically encompasses a minimum of 150 holdings spread across diverse sectors However it retains the flexibility to establish concentrated positions potentially exceeding 5 in specific companies or industries Given its nondiversified status the fund generally holds a more focused selection of securities compared to its diversified counterparts Additionally the funds mandate permits investment in a range of other instruments including convertible bonds preferred shares rights warrants real estate investment trusts REITs and American Depositary Receipts ADRs