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IYEFX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$9.55
Change
+$0.07 (+0.74%)
Net Assets
97.45M

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 Valero Energy Corp (NYSE:VLO), Suncor Energy (NYSE:SU).

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 42.69B. The market cap for tickers in the group ranges from 2.31B to 88.65B. WM holds the highest valuation in this group at 88.65B. The lowest valued company is TRN at 2.31B.

Volume

The average weekly volume growth across all stocks in the Macquarie Climate Solutions R MF was 11%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 36
Price Growth Rating: 45
SMR Rating: 62
Profit Risk Rating: 38
Seasonality Score: -19 (-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 closely correlated with RSEBX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYEFX jumps, then RSEBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYEFX
1D Price
Change %
IYEFX100%
+0.74%
RSEBX - IYEFX
74%
Closely correlated
N/A
RSLBX - IYEFX
66%
Loosely correlated
+0.72%
RLLGX - IYEFX
66%
Loosely correlated
N/A
FAGNX - IYEFX
49%
Loosely correlated
-1.88%
FIKAX - IYEFX
49%
Loosely correlated
-1.87%
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