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IYGIX Nomura Large Cap Growth I Forecast, Technical & Fundamental Analysis

The investment seeks to provide growth of capital... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Advanced Micro Devices (NASDAQ:AMD), VISA (NYSE:V).

Industry description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.

Market Cap

The average market capitalization across the Nomura Large Cap Growth I MF is 2.09T. The market cap for tickers in the group ranges from 674.2B to 5.45T. NVDA holds the highest valuation in this group at 5.45T. The lowest valued company is V at 674.2B.

Volume

The average weekly volume growth across all stocks in the Nomura Large Cap Growth I MF was -20%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -71%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 63
Price Growth Rating: 41
SMR Rating: 31
Profit Risk Rating: 41
Seasonality Score: -39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Details
Category
Large Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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i3 Verticals

IYGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IYGIX has been closely correlated with VIGRX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYGIX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYGIX
1D Price
Change %
IYGIX100%
-0.37%
VIGRX - IYGIX
83%
Closely correlated
-0.41%
VIGIX - IYGIX
83%
Closely correlated
-0.41%
VIGAX - IYGIX
83%
Closely correlated
-0.41%
RGAEX - IYGIX
82%
Closely correlated
-0.60%
RGABX - IYGIX
81%
Closely correlated
-0.60%
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