Applied Finance IVS International Large ETF (IVSI) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerApplied Finance IVS International Large ETF (IVSI) trades at $28.75. Applied Finance IVS International Large ETF focuses on identifying undervalued large-cap companies in developed markets outside North America. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for IVSI: IVSI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Applied Finance IVS International Large ETF (IVSI) Financial Services Profile
Applied Finance IVS International Large ETF (IVSI) is an actively managed fund employing proprietary valuation models to invest in undervalued large-cap companies within developed markets outside North America. The fund leverages its Intrinsic Value Stewardship (IVS) model, targeting growth through fundamental analysis and a diversified portfolio of at least 150 holdings.
What Is the Investment Thesis for IVSI?
Applied Finance IVS International Large ETF presents an investment opportunity centered on its actively managed approach to identifying undervalued large-cap companies in developed markets outside North America. The fund's proprietary valuation models and Intrinsic Value Stewardship (IVS) model are key value drivers, aiming to select stocks with strong return potential based on factors like valuation, growth, profitability, and business strategy. With a market cap of $0.15 billion, IVSI offers exposure to a diversified portfolio of at least 150 holdings. A potential catalyst is the fund's ability to adapt to changing market conditions and capitalize on investment opportunities, while a risk factor includes the potential for underperformance relative to benchmark indexes due to active management decisions. The fund's focus on fundamental analysis and long-term value creation may appeal to investors seeking international equity exposure with a value-oriented approach.
Based on FMP financials and quantitative analysis
IVSI Key Highlights
IVSI's investment strategy focuses on large-cap companies in developed markets outside North America, providing geographical diversification.
- The fund utilizes proprietary valuation models and the Intrinsic Value Stewardship (IVS) model to identify undervalued companies.
- IVSI maintains a diversified portfolio of at least 150 stocks across multiple countries and sectors.
- The fund is actively managed, allowing for adjustments based on market conditions and investment opportunities.
- IVSI has a market capitalization of $0.15 billion, reflecting its size and scope within the asset management industry.
Who Are IVSI's Competitors?
IVSI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| EFA iShares MSCI EAFE ETF | $104.40 | +0.36% | $75.8B | — |
| VEA Vanguard FTSE Developed Markets ETF | $71.28 | +0.21% | $318B | — |
| SPDW State Street SPDR Portfolio Developed World ex-US ETF | $50.70 | +0.27% | $40.5B | — |
| BLK BlackRock, Inc. | $1081.76 | +1.44% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.87 | +1.09% | $136B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.57 | -0.09% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $45.16 | +0.96% | $71.4B | 56 5-pillar |
| AMP Ameriprise Financial, Inc. | $492.71 | -0.45% | $44.2B | 78 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IVSI's Key Strengths?
Proprietary valuation models and IVS model.
- Actively managed approach.
- Diversified portfolio of international equities.
What Are IVSI's Weaknesses?
Potential for underperformance relative to benchmark indexes.
- Reliance on proprietary research and valuation models.
- Higher expense ratio compared to passive ETFs.
What Are the Key Risks for IVSI?
Underperformance relative to benchmark indexes.
- Market volatility and economic uncertainty.
- Changes in regulatory environment.
What Are IVSI's Competitive Advantages?
- Proprietary valuation models provide a unique approach to stock selection.
- Intrinsic Value Stewardship (IVS) model emphasizes long-term value creation.
- Actively managed approach allows for flexibility in adapting to market conditions.
What Does IVSI Do?
Applied Finance IVS International Large ETF (IVSI) is an actively managed exchange-traded fund (ETF) focused on investing in large-capitalization companies located in developed markets outside of North America. The fund's investment strategy revolves around identifying companies that are undervalued based on Applied Finance's proprietary valuation models. These models are designed to assess the intrinsic value of businesses, considering factors such as financial performance, growth prospects, and competitive positioning. The fund's investment process also incorporates the Intrinsic Value Stewardship (IVS) model, which emphasizes the importance of long-term value creation and responsible corporate governance. The fund typically holds a diversified portfolio of at least 150 stocks across various countries and sectors, providing investors with exposure to a broad range of international equities. However, the fund's investment adviser has the flexibility to concentrate its holdings in specific companies or sectors if its research indicates that such concentration is warranted. This active management approach allows the fund to adapt to changing market conditions and capitalize on investment opportunities as they arise. The fund's investment adviser actively monitors its portfolio holdings and may sell positions if they no longer offer compelling investment opportunities or if they become too large relative to the overall portfolio. IVSI aims to achieve long-term capital appreciation by investing in undervalued companies with strong fundamentals and growth potential.
What Products and Services Does IVSI Offer?
- Invests in large-cap companies in developed markets outside North America.
- Utilizes proprietary valuation models to identify undervalued companies.
- Employs the Intrinsic Value Stewardship (IVS) model to assess investment opportunities.
- Actively manages a diversified portfolio of at least 150 stocks.
- Monitors portfolio holdings and sells positions that no longer offer compelling returns.
- Seeks long-term capital appreciation through fundamental analysis.
How Does IVSI Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform benchmark indexes through active stock selection.
- Utilizes proprietary research and valuation models to identify investment opportunities.
What Industry Does IVSI Operate In?
The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. Key trends include the increasing demand for passive investment strategies, the growing importance of sustainable investing, and the rise of fintech solutions. Applied Finance IVS International Large ETF operates within this landscape by offering an actively managed fund focused on international large-cap equities. The fund differentiates itself through its proprietary valuation models and Intrinsic Value Stewardship (IVS) model, which aim to identify undervalued companies with strong fundamentals.
Who Are IVSI's Key Customers?
- Institutional investors seeking international equity exposure.
- Financial advisors looking for diversified investment solutions for their clients.
- Retail investors interested in accessing international markets through an ETF.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
IVSI Financials
Bull Case vs Bear Case
Bull Case
- Proprietary valuation models and IVS model.
- Actively managed approach.
- Diversified portfolio of international equities.
- Ongoing: Potential for outperformance due to active management and stock selection.
Bear Case
- Potential for underperformance relative to benchmark indexes.
- Reliance on proprietary research and valuation models.
- Higher expense ratio compared to passive ETFs.
- Potential: Underperformance relative to benchmark indexes.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
IVSI Latest News
No recent news available for IVSI.
IVSI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for IVSI.
Price Targets
Wall Street price target analysis for IVSI.
IVSI MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for IVSI; grades run from A+ (80-100) to F (below 30).
Leadership: James J. Atkinson
Unknown
Information about James J. Therefore, a detailed biography cannot be provided. Further research would be needed to gather information about his career history, education, previous roles, and credentials.
Track Record: Information about James J. Atkinson's track record is not available in the provided context. Therefore, a summary of his key achievements, strategic decisions, and company milestones under his leadership cannot be provided. Further research would be needed to gather this information.
What Investors Ask About Applied Finance IVS International Large ETF (IVSI) — Financials
What do analysts say about IVSI stock?
Once available, the AI analysis will provide a neutral summary of analyst ratings, key valuation metrics, and growth considerations. This will include information on price targets, earnings estimates, and other relevant financial data. The AI analysis will not provide any recommendations to buy or sell the stock, but rather present facts for the reader's own analysis.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information about James J. Atkinson's background and track record is limited.