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IYEFX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$9.44
Change
+$0.06 (+0.64%)
Net Assets
98.18M

IYEFX Macquarie Climate Solutions R Forecast, Technical & Fundamental Analysis

The investment seeks to provide capital growth while also seeking to invest in companies committed to reducing greenhouse gas (GHG) emissions within their operations and/or through the products or services they offer... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Suncor Energy (NYSE:SU), Valero Energy Corp (NYSE:VLO).

Industry description

The investment seeks to provide capital growth while also seeking to invest in companies committed to reducing greenhouse gas (GHG) emissions within their operations and/or through the products or services they offer. The fund seeks to achieve its objective by investing in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. The fund is non-diversified.

Market Cap

The average market capitalization across the Macquarie Climate Solutions R MF is 42.33B. The market cap for tickers in the group ranges from 2.22B to 91.37B. WM holds the highest valuation in this group at 91.37B. The lowest valued company is TRN at 2.22B.

Volume

The average weekly volume growth across all stocks in the Macquarie Climate Solutions R MF was 8%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -0%

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: 35
Price Growth Rating: 43
SMR Rating: 61
Profit Risk Rating: 36
Seasonality Score: -54 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IYEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IYEFX has been loosely correlated with RSLBX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if IYEFX jumps, then RSLBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYEFX
1D Price
Change %
IYEFX100%
+0.64%
RSLBX - IYEFX
66%
Loosely correlated
-0.24%
RLLGX - IYEFX
66%
Loosely correlated
-0.23%
FAGNX - IYEFX
49%
Loosely correlated
-0.28%
FIKAX - IYEFX
49%
Loosely correlated
-0.27%
SCWCX - IYEFX
43%
Loosely correlated
-0.23%
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