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IVVIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$19.78
Change
-$0.12 (-0.60%)
Net Assets
364.61M

IVVIX Macquarie Smid Cap Core Fund Class I Forecast, Technical & Fundamental Analysis

The investment seeks to provide capital appreciation... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide capital appreciation. The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80% of the fund's net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap® Index at the time of purchase.

Market Cap

The average market capitalization across the Macquarie Smid Cap Core Fund Class I MF is 13.36B. The market cap for tickers in the group ranges from 1.78B to 24.66B. PTC holds the highest valuation in this group at 24.66B. The lowest valued company is LBRT at 1.78B.

Volume

The average weekly volume growth across all stocks in the Macquarie Smid Cap Core Fund Class I MF was 13%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 41
Price Growth Rating: 48
SMR Rating: 41
Profit Risk Rating: 28
Seasonality Score: -45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, IVVIX has been loosely correlated with FTHFX. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if IVVIX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVVIX
1D Price
Change %
IVVIX100%
-0.60%
FTHFX - IVVIX
55%
Loosely correlated
-0.78%
VSCPX - IVVIX
-1%
Poorly correlated
-0.37%
FSSNX - IVVIX
-1%
Poorly correlated
-0.52%
VSMAX - IVVIX
-2%
Poorly correlated
-0.37%
NAESX - IVVIX
-2%
Poorly correlated
-0.37%
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