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IVRTX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$28.18
Change
+$0.72 (+2.62%)
Net Assets
144.28M

IVRTX VY® Columbia Real Estate S2 Forecast, Technical & Fundamental Analysis

The investment seeks total return including capital appreciation and current income... Show more

Category: #Real Estate
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks total return including capital appreciation and current income. Under normal circumstances, the advisor invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investments tied to companies that are principally engaged in the real estate industry. For purposes of this 80% policy, a company is principally engaged in the real estate industry if at least 50% of its gross income or net profits are attributable to the ownership, construction, management, or sale of residential, commercial, or industrial real estate. The fund is non-diversified.

Market Cap

The average market capitalization across the VY® Columbia Real Estate S2 MF is 61.92B. The market cap for tickers in the group ranges from 9.44B to 128.69B. WELL holds the highest valuation in this group at 128.69B. The lowest valued company is REXR at 9.44B.

Volume

The average weekly volume growth across all stocks in the VY® Columbia Real Estate S2 MF was -2%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 54
Price Growth Rating: 42
SMR Rating: 68
Profit Risk Rating: 56
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
Voya Investors Trust7337 E. Doubletree Ranch RoadScottsdale
Phone
N/A
Web
www.voyainvestments.com
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IVRTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IVRTX has been closely correlated with VGSIX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVRTX jumps, then VGSIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVRTX
1D Price
Change %
IVRTX100%
+0.39%
VGSIX - IVRTX
98%
Closely correlated
-0.20%
VGSLX - IVRTX
98%
Closely correlated
-0.20%
VRTPX - IVRTX
98%
Closely correlated
-0.18%
VGSNX - IVRTX
98%
Closely correlated
-0.20%
CSRIX - IVRTX
97%
Closely correlated
+0.25%
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