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WHIYX Nomura High Income Fund Class Y Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide total return through a combination of high current income and capital appreciation. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments (loans), of U.S. and foreign issuers, the risks of which are, in the judgment of the Manager and Nomura Corporate Research and Asset Management Inc, consistent with the fund’s objective. It may invest up to 100% of its total assets in foreign securities that are denominated in U.S. dollars or foreign currencies.

Market Cap

The average market capitalization across the Nomura High Income Fund Class Y MF is 2.67B. The market cap for tickers in the group ranges from 385.18M to 385.18M. MSC holds the highest valuation in this group at 385.18M. The lowest valued company is MSC at 385.18M.

Volume

The average weekly volume growth across all stocks in the Nomura High Income Fund Class Y MF was -6%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was -64%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 75
Price Growth Rating: 47
SMR Rating: 49
Profit Risk Rating: 72
Seasonality Score: (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category HighYieldBond

Profile
Details
Category
High Yield Bond
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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WHIYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WHIYX has been closely correlated with PHYQX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if WHIYX jumps, then PHYQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHIYX
1D Price
Change %
WHIYX100%
N/A
PHYQX - WHIYX
68%
Closely correlated
N/A
PHYEX - WHIYX
68%
Closely correlated
N/A
PHYGX - WHIYX
67%
Closely correlated
N/A
RITEX - WHIYX
64%
Loosely correlated
-0.10%
AHTFX - WHIYX
52%
Loosely correlated
-0.10%
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Nomura High Income Fund (WHIYX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com