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IPETX Voya Large Cap Value Port S2 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of America Corp (NYSE:BAC), Philip Morris International (NYSE:PM), Abbott Laboratories (NYSE:ABT), AT&T (NYSE:T), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks long-term growth of capital and current income. The Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of equity securities of dividend-paying, large-capitalization issuers. It will provide shareholders with at least 60 days' prior notice of any change in this investment policy. The sub-adviser ("Sub-Adviser") defines large-capitalization companies as companies with market capitalizations that fall within the collective range of companies within the Russell 1000® Value Index at the time of purchase.

Market Cap

The average market capitalization across the Voya Large Cap Value Port S2 MF is 126.67B. The market cap for tickers in the group ranges from 26.84B to 299.21B. BAC holds the highest valuation in this group at 299.21B. The lowest valued company is RJF at 26.84B.

Volume

The average weekly volume growth across all stocks in the Voya Large Cap Value Port S2 MF was -52%. For the same stocks of the MF, the average monthly volume growth was 5% 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: 60
P/E Growth Rating: 42
Price Growth Rating: 25
SMR Rating: 46
Profit Risk Rating: 26
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Voya Investors Trust7337 E. Doubletree Ranch RoadScottsdale
Phone
N/A
Web
www.voyainvestments.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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1 Day
MFs / NAMEPrice $Chg $Chg %
KLGDX53.35-0.02
-0.04%
NYLI WMC Growth Class R6
JVMRX31.93-0.06
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JHancock Disciplined Value Mid Cap R6
PLABX40.66-0.11
-0.27%
Plumb Balanced A
FAYZX14.50-0.05
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JSSOX27.89-0.22
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JHancock New Opportunities R2

IPETX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IPETX has been closely correlated with RMFEX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if IPETX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IPETX
1D Price
Change %
IPETX100%
-0.16%
RMFEX - IPETX
79%
Closely correlated
-0.03%
RMEBX - IPETX
79%
Closely correlated
-0.03%
RMFCX - IPETX
79%
Closely correlated
-0.05%
DOXGX - IPETX
78%
Closely correlated
-0.03%
VIVIX - IPETX
66%
Loosely correlated
+0.13%
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