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IREIX Nomura Real Estate Securities I Forecast, Technical & Fundamental Analysis

The investment seeks to provide total return through capital appreciation and current income... Show more

Category: #Real Estate
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks to provide total return through capital appreciation and current income. The fund to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. “Real estate” securities include securities offered by issuers that receive at least 50% of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.

Market Cap

The average market capitalization across the Nomura Real Estate Securities I MF is 67.49B. The market cap for tickers in the group ranges from 8.32B to 169.86B. WELL holds the highest valuation in this group at 169.86B. The lowest valued company is FR at 8.32B.

Volume

The average weekly volume growth across all stocks in the Nomura Real Estate Securities I MF was 31%. For the same stocks of the MF, the average monthly volume growth was 110% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 50
Price Growth Rating: 46
SMR Rating: 71
Profit Risk Rating: 64
Seasonality Score: -37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Details
Category
Real Estate
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IREIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IREIX has been closely correlated with CSJZX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if IREIX jumps, then CSJZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IREIX
1D Price
Change %
IREIX100%
+0.39%
CSJZX - IREIX
97%
Closely correlated
+0.48%
CSEIX - IREIX
89%
Closely correlated
+0.44%
CIRRX - IREIX
89%
Closely correlated
+0.46%
CSRIX - IREIX
79%
Closely correlated
+0.48%
CSDIX - IREIX
64%
Loosely correlated
+0.46%
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