MENU

IASTX Nomura Asset Strategy Fund Cl R6 Forecast, Technical & Fundamental Analysis

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

Interact to see
Advertisement
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), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), Intuit (NASDAQ:INTU).

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. 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 R6 MF is 2.52T. The market cap for tickers in the group ranges from 79.26B to 4.93T. NVDA holds the highest valuation in this group at 4.93T. The lowest valued company is INTU at 79.26B.

Volume

The average weekly volume growth across all stocks in the Nomura Asset Strategy Fund Cl R6 MF was -2%. For the same stocks of the MF, the average monthly volume growth was -46% and the average quarterly volume growth was -52%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 71
Price Growth Rating: 42
SMR Rating: 27
Profit Risk Rating: 48
Seasonality Score: 1 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LGLV185.081.21
+0.66%
State Street® SPDR®USLrgCapLowVolIdxETF
RCLO24.83N/A
N/A
Reckoner BBB-B CLO ETF
CVSB50.63-0.02
-0.04%
Calvert Ultra-Short Investment Grade ETF
CGHY25.24-0.06
-0.24%
Capital Group High Yield Bond ETF
ITDI41.86-0.29
-0.68%
iShares LifePath Target Date 2065 ETF

IASTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IASTX has been closely correlated with CIMAX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if IASTX jumps, then CIMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IASTX
1D Price
Change %
IASTX100%
N/A
CIMAX - IASTX
76%
Closely correlated
N/A
CIMCX - IASTX
76%
Closely correlated
N/A
CIMEX - IASTX
75%
Closely correlated
N/A
FBCIX - IASTX
74%
Closely correlated
-0.22%
CFIHX - IASTX
74%
Closely correlated
-0.23%
More
Nomura Asset Strategy Fund Cl R6 (IASTX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com