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IRESX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
29.41M

IRESX Delaware Global Real Estate I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD).

Industry description

The investment seeks to provide total return through long-term capital appreciation and current income. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the real estate or real estate-related industries. Under normal circumstances, it will invest at least 40% (or, if the portfolio managers deem it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. The fund is non-diversified.

Market Cap

The average market capitalization across the Delaware Global Real Estate I MF is 33.52B. The market cap for tickers in the group ranges from 4.59B to 103.36B. PLD holds the highest valuation in this group at 103.36B. The lowest valued company is KRG at 4.59B.

Volume

The average weekly volume growth across all stocks in the Delaware Global Real Estate I MF was 49%. For the same stocks of the MF, the average monthly volume growth was -49% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 47
Price Growth Rating: 42
SMR Rating: 72
Profit Risk Rating: 53
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category GlobalRealEstate

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

Correlation & Price change

A.I.dvisor indicates that over the last year, IRESX has been closely correlated with MGLMX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if IRESX jumps, then MGLMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IRESX
1D Price
Change %
IRESX100%
+0.36%
MGLMX - IRESX
70%
Closely correlated
+0.51%
MGLRX - IRESX
68%
Closely correlated
+0.51%
DFITX - IRESX
61%
Loosely correlated
+0.28%
DFGEX - IRESX
60%
Loosely correlated
+0.52%
BKRDX - IRESX
59%
Loosely correlated
+0.46%
More