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IASSX VY® American Century Sm-Mid Cp Val S Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Enterprise Products Partners LP (NYSE:EPD), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks long-term capital growth; income is a secondary objective. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small- and mid-capitalization companies. The sub-adviser defines small-capitalization companies to include those with a market capitalization no larger than that of the largest company in the S&P SmallCap 600® Index or the Russell 2000® Index and mid-capitalization companies to include those whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies.

Market Cap

The average market capitalization across the VY® American Century Sm-Mid Cp Val S MF is 29.24B. The market cap for tickers in the group ranges from 9.7B to 63.68B. EPD holds the highest valuation in this group at 63.68B. The lowest valued company is HSIC at 9.7B.

Volume

The average weekly volume growth across all stocks in the VY® American Century Sm-Mid Cp Val S MF was 127%. For the same stocks of the MF, the average monthly volume growth was 97% and the average quarterly volume growth was 61%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 52
Price Growth Rating: 40
SMR Rating: 43
Profit Risk Rating: 52
Seasonality Score: 61 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Voya Partners Inc7337 E. Doubletree Ranch RdScottsdale
Phone
N/A
Web
www.INGInvestment.com
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IASSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IASSX has been closely correlated with MVCAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if IASSX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IASSX
1D Price
Change %
IASSX100%
-0.26%
MVCAX - IASSX
94%
Closely correlated
-0.65%
VMVAX - IASSX
93%
Closely correlated
-0.23%
JVMTX - IASSX
90%
Closely correlated
-0.73%
JVMAX - IASSX
90%
Closely correlated
-0.77%
VEVYX - IASSX
86%
Closely correlated
-0.70%
More