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DCZRX Delaware Small Cap Core R6 Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in stocks of small companies that its investment manager believes have a combination of attractive valuations, growth prospects, and strong cash flows. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies (80% policy). The fund's manager considers small-capitalization companies to be companies within the market capitalization range of the Russell 2000 ® Index at the time of purchase.

Market Cap

The average market capitalization across the Delaware Small Cap Core R6 MF is 5.47B. The market cap for tickers in the group ranges from 2.4B to 10.28B. PR holds the highest valuation in this group at 10.28B. The lowest valued company is MTX at 2.4B.

Volume

The average weekly volume growth across all stocks in the Delaware Small Cap Core R6 MF was -9%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 44
Price Growth Rating: 51
SMR Rating: 64
Profit Risk Rating: 31
Seasonality Score: 30 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Delaware Group Equity Funds V IncOne Commerce Square,2005 Market StreetPhiladelphia
Phone
N/A
Web
www.delawareinvestments.com
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DCZRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DCZRX has been closely correlated with FTHFX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if DCZRX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DCZRX
1D Price
Change %
DCZRX100%
-1.53%
FTHFX - DCZRX
93%
Closely correlated
-0.98%
FSSNX - DCZRX
79%
Closely correlated
-1.40%
NAESX - DCZRX
76%
Closely correlated
-1.06%
VSCIX - DCZRX
76%
Closely correlated
-1.07%
VSMAX - DCZRX
76%
Closely correlated
-1.06%
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