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DDVRX Nomura Value R Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Oracle Corp (NYSE:ORCL), Merck & Co (NYSE:MRK), TJX Companies (NYSE:TJX), Honeywell International (NASDAQ:HON), American International Group (NYSE:AIG).

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 Nomura Value R MF is 181.37B. The market cap for tickers in the group ranges from 20.89B to 620.51B. JNJ holds the highest valuation in this group at 620.51B. The lowest valued company is CTSH at 20.89B.

Volume

The average weekly volume growth across all stocks in the Nomura Value R MF was 10%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 64
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 36
Seasonality Score: 34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
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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DDVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DDVRX has been closely correlated with FFMMX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if DDVRX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DDVRX
1D Price
Change %
DDVRX100%
N/A
FFMMX - DDVRX
70%
Closely correlated
-0.31%
FFFMX - DDVRX
69%
Closely correlated
-0.29%
RMFCX - DDVRX
61%
Loosely correlated
-0.30%
RMFEX - DDVRX
61%
Loosely correlated
-0.31%
RMEBX - DDVRX
61%
Loosely correlated
-0.31%
More
Nomura Value R (DDVRX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com