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IRSAX Nomura Real Estate Securities A 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 seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries (80% policy). The fund’s investment strategy utilizes a three-step bottom-up approach (researching individual issuers) with a strong focus on quality, risk and a valuation-based stock selection methodology, supported by a top-down (assessing the market environment) overlay as a check and a balance.

Market Cap

The average market capitalization across the Nomura Real Estate Securities A MF is 65.81B. The market cap for tickers in the group ranges from 8.34B to 172.38B. WELL holds the highest valuation in this group at 172.38B. The lowest valued company is FR at 8.34B.

Volume

The average weekly volume growth across all stocks in the Nomura Real Estate Securities A MF was -21%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 49
Price Growth Rating: 47
SMR Rating: 71
Profit Risk Rating: 56
Seasonality Score: -43 (-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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IRSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IRSAX has been closely correlated with CSEIX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if IRSAX jumps, then CSEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IRSAX
1D Price
Change %
IRSAX100%
-0.20%
CSEIX - IRSAX
89%
Closely correlated
-0.22%
CIRRX - IRSAX
89%
Closely correlated
-0.25%
CSRIX - IRSAX
78%
Closely correlated
-0.18%
CSDIX - IRSAX
63%
Loosely correlated
-0.20%
DFREX - IRSAX
60%
Loosely correlated
-0.13%
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Nomura Real Estate Securities A (IRSAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com