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IRSEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$15.68
Change
-$0.05 (-0.32%)
Net Assets
105.13M

IRSEX Delaware Real Estate Securities R6 Forecast, Technical & Fundamental Analysis

Category RealEstate
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 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 Delaware Real Estate Securities R6 MF is 48.67B. The market cap for tickers in the group ranges from 16B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is SUI at 16B.

Volume

The average weekly volume growth across all stocks in the Delaware Real Estate Securities R6 MF was 26%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 51
Price Growth Rating: 48
SMR Rating: 74
Profit Risk Rating: 51
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

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

Correlation & Price change

A.I.dvisor indicates that over the last year, IRSEX 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 IRSEX jumps, then CSEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IRSEX
1D Price
Change %
IRSEX100%
-0.32%
CSEIX - IRSEX
89%
Closely correlated
-0.60%
CIRRX - IRSEX
89%
Closely correlated
-0.61%
VRTPX - IRSEX
73%
Closely correlated
-0.53%
CREFX - IRSEX
73%
Closely correlated
-0.61%
VGSLX - IRSEX
63%
Loosely correlated
-0.54%
More