MENU
+Compare
INRSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$15.40
Change
-$0.58 (-3.63%)
Net Assets
176.66M

INRSX Delaware Ivy Natural Resources R6 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Valero Energy Corp (NYSE:VLO), Newmont Corp (NYSE:NEM), Wheaton Precious Metals Corp (NYSE:WPM), CF Industries Holding (NYSE:CF), American Airlines Group (NASDAQ:AAL).

Industry description

The investment seeks to provide capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities of companies with operations throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. Under normal circumstances, the manager anticipates that a significant portion of the fund's portfolio will consist of issuers in the energy and materials sectors.

Market Cap

The average market capitalization across the Delaware Ivy Natural Resources R6 MF is 50.06B. The market cap for tickers in the group ranges from 10.99B to 213.22B. SHEL holds the highest valuation in this group at 213.22B. The lowest valued company is AAL at 10.99B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Natural Resources R6 MF was -7%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 20
Price Growth Rating: 51
SMR Rating: 62
Profit Risk Rating: 55
Seasonality Score: 12 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category NaturalResources

Profile
Fundamentals
Details
Category
Natural Resources
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
STOCK / NAMEPrice $Chg $Chg %
MYE12.320.10
+0.82%
Myers Industries
BKSY12.180.04
+0.33%
BlackSky Technology Inc
DNLI23.22-0.07
-0.30%
Denali Therapeutics
GURE0.65N/A
-0.62%
Gulf Resources
EXPE180.64-1.95
-1.07%
Expedia Group

INRSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, INRSX has been closely correlated with PGNAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if INRSX jumps, then PGNAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To INRSX
1D Price
Change %
INRSX100%
-0.87%
PGNAX - INRSX
93%
Closely correlated
N/A
FRNRX - INRSX
91%
Closely correlated
-0.78%
GEACX - INRSX
90%
Closely correlated
+0.84%
GMOWX - INRSX
89%
Closely correlated
+0.84%
FFGTX - INRSX
89%
Closely correlated
-0.66%
More