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IWEDX Voya Large Cap Value W Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of America Corp (NYSE:BAC), Abbott Laboratories (NYSE:ABT), Philip Morris International (NYSE:PM), AT&T (NYSE:T), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks long-term growth of capital and current income. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of dividend-paying, large-capitalization issuers. The sub-adviser ("Sub-Adviser") defines large-capitalization companies as companies with market capitalizations that fall within the collective range of companies within the Russell 1000® Value Index at the time of purchase.

Market Cap

The average market capitalization across the Voya Large Cap Value W MF is 125.98B. The market cap for tickers in the group ranges from 26.84B to 299.21B. BAC holds the highest valuation in this group at 299.21B. The lowest valued company is RJF at 26.84B.

Volume

The average weekly volume growth across all stocks in the Voya Large Cap Value W MF was 163%. For the same stocks of the MF, the average monthly volume growth was 200% and the average quarterly volume growth was 181%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 50
Price Growth Rating: 19
SMR Rating: 45
Profit Risk Rating: 26
Seasonality Score: -35 (-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
Interesting Tickers
1D
1W
1M
1Q
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MFs / NAMEPrice $Chg $Chg %
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American Funds Growth Fund of Amer R2E
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Russell Inv Tax-Managed Intl Eq C
OAZGX34.01-0.31
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IWEDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IWEDX has been closely correlated with DOXGX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWEDX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWEDX
1D Price
Change %
IWEDX100%
N/A
DOXGX - IWEDX
74%
Closely correlated
-0.74%
DODGX - IWEDX
67%
Closely correlated
-0.73%
VIVIX - IWEDX
64%
Loosely correlated
-0.09%
VIVAX - IWEDX
64%
Loosely correlated
-0.09%
VVIAX - IWEDX
64%
Loosely correlated
-0.07%
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