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IVEIX Nomura Climate Solutions I Forecast, Technical & Fundamental Analysis

The investment seeks to provide capital growth while also seeking to invest in companies committed to reducing greenhouse gas (GHG) emissions within their operations and/or through the products or services they offer... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Suncor Energy (NYSE:SU), American Airlines Group (NASDAQ:AAL).

Industry description

The investment seeks to provide capital growth while also seeking to invest in companies committed to reducing greenhouse gas (GHG) emissions within their operations and/or through the products or services they offer. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of companies that the Manager and Van Eck Associates Corporation (the “Sub-Advisor”, together the “Management Team”) has identified as being capable of reducing, displacing and/or sequestering greenhouse gas (GHG) emissions or helping others to do so (80% policy). The fund is non-diversified.

Market Cap

The average market capitalization across the Nomura Climate Solutions I MF is 55B. The market cap for tickers in the group ranges from 8.61B to 80.56B. SU holds the highest valuation in this group at 80.56B. The lowest valued company is AAL at 8.61B.

Volume

The average weekly volume growth across all stocks in the Nomura Climate Solutions I MF was -22%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 55
Price Growth Rating: 50
SMR Rating: 52
Profit Risk Rating: 44
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Details
Category
Global Small/Mid Stock
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IVEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IVEIX has been loosely correlated with RSLBX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if IVEIX jumps, then RSLBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVEIX
1D Price
Change %
IVEIX100%
+0.15%
RSLBX - IVEIX
65%
Loosely correlated
+0.32%
RLLGX - IVEIX
65%
Loosely correlated
+0.32%
SCWCX - IVEIX
65%
Loosely correlated
+0.32%
SCWFX - IVEIX
64%
Loosely correlated
+0.32%
RSLFX - IVEIX
64%
Loosely correlated
+0.32%
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