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DDVIX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$17.30
Change
-$0.00 (-0.00%)
Net Assets
3.98B

DDVIX Delaware Value® Inst Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Cisco Systems (NASDAQ:CSCO), Honeywell International (NASDAQ:HON), Cigna Group (The) (NYSE:CI), CVS HEALTH Corp (NYSE:CVS), Northrop Grumman Corp (NYSE:NOC), American International Group (NYSE:AIG), DuPont de Nemours (NYSE:DD), Archer Daniels Midland Company (NYSE:ADM).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies (the 80% policy). It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The fund's advisor currently defines large-capitalization stocks as those with market capitalizations of $5 billion or greater at the time of purchase.

Market Cap

The average market capitalization across the Delaware Value® Inst MF is 112.1B. The market cap for tickers in the group ranges from 28.93B to 195.98B. CSCO holds the highest valuation in this group at 195.98B. The lowest valued company is ADM at 28.93B.

Volume

The average weekly volume growth across all stocks in the Delaware Value® Inst MF was 19%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 42
Price Growth Rating: 36
SMR Rating: 54
Profit Risk Rating: 45
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Delaware Group Equity Funds IIOne Commerce Square,2005 Market StreetPhiladelphia
Phone
N/A
Web
www.delawarefunds.com
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DDVIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, DDVIX has been closely correlated with FFMMX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if DDVIX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DDVIX
1D Price
Change %
DDVIX100%
+0.06%
FFMMX - DDVIX
71%
Closely correlated
+0.42%
FFFMX - DDVIX
70%
Closely correlated
+0.42%
VVIAX - DDVIX
60%
Loosely correlated
+0.59%
VIVIX - DDVIX
60%
Loosely correlated
+0.59%
VIVAX - DDVIX
59%
Loosely correlated
+0.59%
More