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DDDRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$14.73
Change
-$0.28 (-1.87%)
Net Assets
880.71M

DDDRX Delaware Wealth Builder R Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Exxon Mobil Corp (NYSE:XOM), Merck & Co (NYSE:MRK), Lowe's Companies (NYSE:LOW).

Industry description

The investment seeks to provide high current income and an investment that has the potential for capital appreciation. Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.

Market Cap

The average market capitalization across the Delaware Wealth Builder R MF is 1.65T. The market cap for tickers in the group ranges from 145.75B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is LOW at 145.75B.

Volume

The average weekly volume growth across all stocks in the Delaware Wealth Builder R MF was 20%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -45%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 56
Price Growth Rating: 42
SMR Rating: 24
Profit Risk Rating: 15
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DDDRX has been closely correlated with FBONX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if DDDRX jumps, then FBONX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DDDRX
1D Price
Change %
DDDRX100%
-0.40%
FBONX - DDDRX
91%
Closely correlated
-0.57%
RAMHX - DDDRX
91%
Closely correlated
-0.54%
RLEFX - DDDRX
91%
Closely correlated
-0.57%
FBAFX - DDDRX
91%
Closely correlated
-0.57%
RLBGX - DDDRX
91%
Closely correlated
-0.57%
More