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IRVSX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$26.20
Change
+$0.19 (+0.73%)
Net Assets
276.65M

IRVSX Voya Russell Large Cap Value Idx Port S Forecast, Technical & Fundamental Analysis

The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the Russell Top 200® Value Index ("index")... Show more

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

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Procter & Gamble Company (NYSE:PG), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Walt Disney Company (The) (NYSE:DIS), Merck & Co (NYSE:MRK).

Industry description

The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the Russell Top 200® Value Index ("index"). Under normal circumstances, the portfolio invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in investments tied to the index.

Market Cap

The average market capitalization across the Voya Russell Large Cap Value Idx Port S MF is 442.54B. The market cap for tickers in the group ranges from 211.59B to 809.47B. JPM holds the highest valuation in this group at 809.47B. The lowest valued company is MRK at 211.59B.

Volume

The average weekly volume growth across all stocks in the Voya Russell Large Cap Value Idx Port S MF was 22%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 57
Price Growth Rating: 39
SMR Rating: 37
Profit Risk Rating: 36
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Voya Investments7337 E. Doubletree Ranch RoadScottsdale
Phone
N/A
Web
www.voyainvestments.com
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IRVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IRVSX has been loosely correlated with RMEBX. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if IRVSX jumps, then RMEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IRVSX
1D Price
Change %
IRVSX100%
-0.50%
RMEBX - IRVSX
48%
Loosely correlated
+0.12%
RMFEX - IRVSX
47%
Loosely correlated
+0.10%
RMFCX - IRVSX
47%
Loosely correlated
+0.12%
DOXGX - IRVSX
6%
Poorly correlated
-0.21%
VIVIX - IRVSX
-9%
Poorly correlated
-0.32%
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