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DDIAX
Mutual Fund ticker: NASDAQ
AS OF
Sep 3 closing price
Price
$15.75
Change
+$0.06 (+0.38%)
Net Assets
841.15M

DDIAX Macquarie Wealth Builder A Forecast, Technical & Fundamental Analysis

The investment seeks to provide high current income and an investment that has the potential for capital appreciation... Show more

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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 Macquarie Wealth Builder A MF is 2.05T. The market cap for tickers in the group ranges from 146.2B to 4.15T. NVDA holds the highest valuation in this group at 4.15T. The lowest valued company is LOW at 146.2B.

Volume

The average weekly volume growth across all stocks in the Macquarie Wealth Builder A MF was -13%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 49
Price Growth Rating: 42
SMR Rating: 25
Profit Risk Rating: 28
Seasonality Score: -25 (-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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DDIAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DDIAX has been closely correlated with RLBCX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if DDIAX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DDIAX
1D Price
Change %
DDIAX100%
N/A
RLBCX - DDIAX
89%
Closely correlated
+0.30%
RLBEX - DDIAX
89%
Closely correlated
+0.29%
RLBFX - DDIAX
89%
Closely correlated
+0.32%
BALFX - DDIAX
74%
Closely correlated
+0.29%
BALCX - DDIAX
74%
Closely correlated
+0.30%
More