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IRVSX
Mutual Fund ticker: NASDAQ
AS OF
Aug 8 closing price
Price
$25.41
Change
+$0.18 (+0.71%)
Net Assets
273.14M

IRVSX Voya Russell Large Cap Value Idx Port S Forecast, Technical & Fundamental Analysis

The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the Russell Top 200® Value Index ("index")... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Procter & Gamble Company (NYSE:PG), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Walt Disney Company (The) (NYSE:DIS), Merck & Co (NYSE:MRK).

Industry description

The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the Russell Top 200® Value Index ("index"). Under normal circumstances, the portfolio invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in investments tied to the index.

Market Cap

The average market capitalization across the Voya Russell Large Cap Value Idx Port S MF is 434.55B. The market cap for tickers in the group ranges from 201.55B to 827.81B. WMT holds the highest valuation in this group at 827.81B. The lowest valued company is MRK at 201.55B.

Volume

The average weekly volume growth across all stocks in the Voya Russell Large Cap Value Idx Port S MF was -34%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was 4%

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: 54
Price Growth Rating: 45
SMR Rating: 37
Profit Risk Rating: 36
Seasonality Score: -40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Voya Investments7337 E. Doubletree Ranch RoadScottsdale
Phone
N/A
Web
www.voyainvestments.com
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IRVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IRVSX has been closely correlated with RMFEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if IRVSX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IRVSX
1D Price
Change %
IRVSX100%
+0.71%
RMFEX - IRVSX
91%
Closely correlated
+0.45%
RMEBX - IRVSX
91%
Closely correlated
+0.45%
RMFCX - IRVSX
91%
Closely correlated
+0.45%
FFFMX - IRVSX
60%
Loosely correlated
+0.45%
FFMMX - IRVSX
58%
Loosely correlated
+0.47%
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