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WLGRX Nomura Large Cap Growth R 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, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a portfolio of common stocks issued by large-capitalization, growth-oriented companies (80% policy). The Manager seeks 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. It is non-diversified.

Market Cap

The average market capitalization across the Nomura Large Cap Growth R MF is 2.06T. The market cap for tickers in the group ranges from 698.09B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is V at 698.09B.

Volume

The average weekly volume growth across all stocks in the Nomura Large Cap Growth R MF was 19%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 60
Price Growth Rating: 43
SMR Rating: 30
Profit Risk Rating: 41
Seasonality Score: -30 (-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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WLGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WLGRX has been closely correlated with RGABX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if WLGRX jumps, then RGABX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WLGRX
1D Price
Change %
WLGRX100%
+0.44%
RGABX - WLGRX
80%
Closely correlated
+0.91%
VIGRX - WLGRX
80%
Closely correlated
+0.40%
VIGIX - WLGRX
80%
Closely correlated
+0.41%
VIGAX - WLGRX
80%
Closely correlated
+0.41%
GAFFX - WLGRX
77%
Closely correlated
+0.90%
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Nomura Large Cap Growth R (WLGRX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com