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IYSMX
Mutual Fund ticker: NASDAQ
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IYSMX price forecast, quote, news & analysis

The investment seeks to provide capital appreciation... Show more

Category: #Small Blend
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Industry description

The investment seeks to provide capital appreciation. The fund  seeks to achieve its objective by investing primarily in various types of equity securities of small- and mid-capitalization companies that the Manager believes have the greatest potential for capital appreciation. Under normal circumstances, at least 80% of the fund’s net assets, plus the amount of any borrowings for investment purposes, will be invested, at the time of purchase, in common stocks of small- and mid-capitalization companies (80% policy).

Market Cap

The average market capitalization across the Nomura Smid Cap Core R MF is 16.33B. The market cap for tickers in the group ranges from 3.16B to 56.7B. COHR holds the highest valuation in this group at 56.7B. The lowest valued company is LBRT at 3.16B.

Volume

The average weekly volume growth across all stocks in the Nomura Smid Cap Core R MF was 24%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 40
Price Growth Rating: 50
SMR Rating: 50
Profit Risk Rating: 42
Seasonality Score: -50 (-100 ... +100)
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published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
IYSMX price forecast, quote, news & analysis