The most notable companies in this group are Merck & Co (NYSE:MRK), ConocoPhillips (NYSE:COP), Honeywell International (NASDAQ:HON), TJX Companies (NYSE:TJX), Cigna Group (The) (NYSE:CI), Northrop Grumman Corp (NYSE:NOC), American International Group (NYSE:AIG), DuPont de Nemours (NYSE:DD).
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.
The average market capitalization across the Delaware Value® R MF is 101.01B. The market cap for tickers in the group ranges from 31.14B to 253.86B. MRK holds the highest valuation in this group at 253.86B. The lowest valued company is DD at 31.14B.
The average weekly volume growth across all stocks in the Delaware Value® R MF was -58%. For the same stocks of the MF, the average monthly volume growth was -66% and the average quarterly volume growth was -63%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 46
P/E Growth Rating: 51
Price Growth Rating: 47
SMR Rating: 51
Profit Risk Rating: 52
Seasonality Score: 24 (-100 ... +100)