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IUAIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$43.57
Change
+$0.39 (+0.90%)
Net Assets
466.47M

IUAIX VY® Invesco Equity and Income I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks total return consisting of long-term capital appreciation and current income. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity and income securities at the time of investment. The Portfolio seeks to achieve its investment objective by investing primarily in income-producing equity instruments (including common stocks, preferred stocks, and convertible securities) and investment-grade quality debt instruments.

Market Cap

The average market capitalization across the VY® Invesco Equity and Income I MF is 778.36B. The market cap for tickers in the group ranges from 29.03B to 2.37T. AMZN holds the highest valuation in this group at 2.37T. The lowest valued company is CBRE at 29.03B.

Volume

The average weekly volume growth across all stocks in the VY® Invesco Equity and Income I MF was 180%. For the same stocks of the MF, the average monthly volume growth was 217% and the average quarterly volume growth was 2%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 47
Price Growth Rating: 41
SMR Rating: 34
Profit Risk Rating: 25
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Voya Partners Inc7337 E. Doubletree Ranch RdScottsdale
Phone
N/A
Web
www.INGInvestment.com
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IUAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IUAIX has been closely correlated with RIDFX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IUAIX jumps, then RIDFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IUAIX
1D Price
Change %
IUAIX100%
+0.90%
RIDFX - IUAIX
71%
Closely correlated
+0.79%
RIDEX - IUAIX
71%
Closely correlated
+0.79%
RIDCX - IUAIX
71%
Closely correlated
+0.79%
RIDBX - IUAIX
70%
Closely correlated
+0.76%
RIDAX - IUAIX
70%
Closely correlated
+0.79%
More