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IASRX Nomura Asset Strategy Fund Cl R Forecast, Technical & Fundamental Analysis

The investment seeks to provide total return... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Eli Lilly & Co (NYSE:LLY), KLA Corporation (NASDAQ:KLAC).

Industry description

The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. Delaware Management Company (Manager), the fund’s investment manager, primarily invests a portion of the fund’s assets in global equity securities that the Manager believes can outperform the fund’s benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses (the Equity portion).

Market Cap

The average market capitalization across the Nomura Asset Strategy Fund Cl R MF is 2.53T. The market cap for tickers in the group ranges from 236.01B to 5.27T. NVDA holds the highest valuation in this group at 5.27T. The lowest valued company is KLAC at 236.01B.

Volume

The average weekly volume growth across all stocks in the Nomura Asset Strategy Fund Cl R MF was -17%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -59%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 73
Price Growth Rating: 38
SMR Rating: 25
Profit Risk Rating: 43
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Global Moderate Allocation
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IASRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IASRX has been closely correlated with RIRCX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if IASRX jumps, then RIRCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IASRX
1D Price
Change %
IASRX100%
+0.61%
RIRCX - IASRX
81%
Closely correlated
+0.04%
RIRFX - IASRX
81%
Closely correlated
+0.04%
RIREX - IASRX
81%
Closely correlated
+0.04%
RIRBX - IASRX
81%
Closely correlated
+0.04%
CIMAX - IASRX
75%
Closely correlated
+0.04%
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