Macquarie Smid Cap Core Fund Y (IYSYX) Investment Research Dashboard
About Macquarie Smid Cap Core Fund Y (IYSYX) stock analysis
Get live IYSYX stock price $23.16, comprehensive Macquarie Smid Cap Core Fund Y stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time IYSYX stock data and investment insights.
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Macquarie Smid Cap Core Fund Y (IYSYX) Overview
Macquarie Smid Cap Core Fund Y (IYSYX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, IYSYX trades at $23.16 with a market capitalization of 763.56M . Over the past 52 weeks, IYSYX has traded between $18.19 and $24.03 , with the current price positioned at approximately 85% of this range . The...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 763.56M
- Current price: $23.16
- 52-week range: $18.19 - $24.03
- P/E ratio: 2.11
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The primary objective of this fund is to generate capital appreciation. It achieves this by focusing investments on a diverse range of equity securities from small- and mid-sized companies that the manager believes offer the strongest potential for i...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 6300 Lamar Ave
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 2.1)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Macquarie Smid Cap Core Fund Y shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Macquarie Smid Cap Core Fund Y
- ⚠Investors should consider how Macquarie Smid Cap Core Fund Y fits within their overall portfolio allocation
- ⚠Valuation metrics suggest potential, but require fundamental analysis
Market Cap
763.56M
P/E Ratio (TTM)
2.11
Beta
1.03
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.9% | +2.0% | 19.3 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 24.9 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.4 | 51/100⭐⭐⭐ |
| Utilities | -1.5% | -0.5% | -4.9% | 25.4 | 40/100⭐⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.4% | -0.5% | -10.7% | 30.5 | 19/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.