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WTRCX Nomura Core Equity Fund Class C Forecast, Technical & Fundamental Analysis

The investment seeks capital growth and appreciation... Show more

Category: #Large Blend
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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), Seagate Technology Holdings PLC (NASDAQ:STX).

Industry description

The investment seeks capital growth and appreciation. 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 equity securities (80% policy). Although it primarily invests in securities issued by large-capitalization companies, it may invest in securities issued by companies of any size.

Market Cap

The average market capitalization across the Nomura Core Equity Fund Class C MF is 2.12T. The market cap for tickers in the group ranges from 105B to 5.05T. NVDA holds the highest valuation in this group at 5.05T. The lowest valued company is HWM at 105B.

Volume

The average weekly volume growth across all stocks in the Nomura Core Equity Fund Class C MF was 0%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -59%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 61
Price Growth Rating: 47
SMR Rating: 34
Profit Risk Rating: 36
Seasonality Score: -34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Details
Category
Large Blend
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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WTRCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WTRCX has been closely correlated with FWWMX. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if WTRCX jumps, then FWWMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WTRCX
1D Price
Change %
WTRCX100%
N/A
FWWMX - WTRCX
67%
Closely correlated
+0.26%
RWEBX - WTRCX
67%
Closely correlated
+0.25%
FWMMX - WTRCX
67%
Closely correlated
+0.26%
RWMEX - WTRCX
67%
Closely correlated
+0.26%
RWMFX - WTRCX
67%
Closely correlated
+0.26%
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