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IVSOX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
185.57M

IVSOX Voya SmallCap Opportunities Port I Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Universal Display Corp (NASDAQ:OLED).

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of smaller, lesser-known U.S. companies. The Sub-Adviser defines smaller companies as those with market capitalizations that fall within the range of companies in the Russell 2000® Growth Index at the time of purchase. It may at times invest a significant portion of its assets (greater than 25%) in specific sectors of the economy, such as in the technology and health care sectors, respectively.

Market Cap

The average market capitalization across the Voya SmallCap Opportunities Port I MF is 5.4B. The market cap for tickers in the group ranges from 2.28B to 8.64B. CHDN holds the highest valuation in this group at 8.64B. The lowest valued company is ROAD at 2.28B.

Volume

The average weekly volume growth across all stocks in the Voya SmallCap Opportunities Port I MF was 81%. For the same stocks of the MF, the average monthly volume growth was 19% 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: 66
P/E Growth Rating: 50
Price Growth Rating: 50
SMR Rating: 59
Profit Risk Rating: 52
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Voya Variable Products Trust7337 E. Doubletree Ranch RoadScottsdale
Phone
N/A
Web
www.voyainvestments.com
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IVSOX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVSOX has been closely correlated with VISGX. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVSOX jumps, then VISGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVSOX
1D Price
Change %
IVSOX100%
+0.50%
VISGX - IVSOX
67%
Closely correlated
+0.42%
VSGAX - IVSOX
66%
Closely correlated
+0.42%
VSGIX - IVSOX
66%
Loosely correlated
+0.42%
VEXPX - IVSOX
63%
Loosely correlated
+0.45%
WCMLX - IVSOX
62%
Loosely correlated
+0.09%
More