IBSAX VY® Baron Growth A Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Industry description

The investment seeks capital appreciation. The Portfolio invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. For this Portfolio, the sub-adviser ("Sub-Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000® Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Market Cap

The average market capitalization across the VY® Baron Growth A MF is 23.03B. The market cap for tickers in the group ranges from 3.18B to 44.4B. MSCI holds the highest valuation in this group at 44.4B. The lowest valued company is IRDM at 3.18B.

Volume

The average weekly volume growth across all stocks in the VY® Baron Growth A MF was 56%. For the same stocks of the MF, the average monthly volume growth was 44% 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: 82

P/E Growth Rating: 60

Price Growth Rating: 54

SMR Rating: 46

Profit Risk Rating: 42

Seasonality Score: 36 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapGrowth

Profile

Fundamentals

Details

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IBSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IBSAX has been closely correlated with FSMAX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if IBSAX jumps, then FSMAX could also see price increases.

Ticker / NAME	Correlation To IBSAX	1D Price Change %
IBSAX	100%	N/A
FSMAX - IBSAX	82% Closely correlated	+1.07%
RPTIX - IBSAX	50% Loosely correlated	+0.53%
RPMGX - IBSAX	50% Loosely correlated	+0.53%
PAMCX - IBSAX	50% Loosely correlated	+0.53%
TRQZX - IBSAX	50% Loosely correlated	+0.54%
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