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IENRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$9.29
Change
+$0.12 (+1.31%)
Net Assets
109.13M

IENRX Delaware Climate Solutions R6 Forecast, Technical & Fundamental Analysis

Category Energy
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Valero Energy Corp (NYSE:VLO), Suncor Energy (NYSE:SU).

Industry description

The investment seeks to provide capital growth while also seeking to invest in companies committed to reducing greenhouse gas (GHG) emissions within their operations and/or through the products or services they offer. The fund seeks to achieve its objective by investing in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. The fund is non-diversified.

Market Cap

The average market capitalization across the Delaware Climate Solutions R6 MF is 40.33B. The market cap for tickers in the group ranges from 2.94B to 85.6B. WM holds the highest valuation in this group at 85.6B. The lowest valued company is TRN at 2.94B.

Volume

The average weekly volume growth across all stocks in the Delaware Climate Solutions R6 MF was 153%. For the same stocks of the MF, the average monthly volume growth was 162% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 46
Price Growth Rating: 54
SMR Rating: 55
Profit Risk Rating: 41
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Energy

Profile
Fundamentals
Details
Category
Equity Energy
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IENRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IENRX has been loosely correlated with FANAX. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if IENRX jumps, then FANAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IENRX
1D Price
Change %
IENRX100%
+1.31%
FANAX - IENRX
50%
Loosely correlated
+0.80%
FAGNX - IENRX
50%
Loosely correlated
+0.79%
FIKAX - IENRX
50%
Loosely correlated
+0.80%
VGENX - IENRX
35%
Loosely correlated
+1.02%
VGELX - IENRX
35%
Loosely correlated
+1.02%
More