MENU

IVOYX Nomura Mid Cap Income Opps Y Forecast, Technical & Fundamental Analysis

The investment seeks to provide total return through a combination of current income and capital appreciation... Show more

Category: #Mid-Cap Blend
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Seagate Technology Holdings PLC (NASDAQ:STX), SLB Limited (NYSE:SLB), Microchip Technology (NASDAQ:MCHP), NetApp (NASDAQ:NTAP).

Industry description

The investment seeks to provide total return through a combination of current income and capital appreciation. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the Manager believes demonstrate favorable prospects for total return. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities of mid-capitalization companies (80% policy).

Market Cap

The average market capitalization across the Nomura Mid Cap Income Opps Y MF is 40.2B. The market cap for tickers in the group ranges from 7.33B to 192.65B. STX holds the highest valuation in this group at 192.65B. The lowest valued company is FAF at 7.33B.

Volume

The average weekly volume growth across all stocks in the Nomura Mid Cap Income Opps Y MF was -18%. For the same stocks of the MF, the average monthly volume growth was -26% 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: 47
P/E Growth Rating: 45
Price Growth Rating: 41
SMR Rating: 40
Profit Risk Rating: 47
Seasonality Score: -36 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Details
Category
Mid-Cap Blend
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CNEIX17.980.10
+0.56%
Alger Concentrated Equity I
AVDVX19.630.01
+0.05%
Avantis® International Small Cap Val Ins
FZABX32.32-0.06
-0.19%
Fidelity Advisor Diversified Intl Z
MRGHX55.21-0.47
-0.84%
MFS Core Equity R3
WMMAX17.04-0.17
-0.99%
TETON Westwood Mighty Mites A

IVOYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IVOYX has been closely correlated with JVMRX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVOYX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVOYX
1D Price
Change %
IVOYX100%
-0.77%
JVMRX - IVOYX
92%
Closely correlated
-0.68%
MVCAX - IVOYX
90%
Closely correlated
-0.54%
VEVYX - IVOYX
83%
Closely correlated
-0.67%
VMVIX - IVOYX
79%
Closely correlated
-0.53%
JVMSX - IVOYX
67%
Closely correlated
-0.66%
More
Nomura Mid Cap Income Opps Y (IVOYX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com