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DEVIX Delaware Small Cap Value Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Industry description

The investment seeks capital appreciation. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies. It invests primarily in investments of small companies whose stock prices, in the portfolio managers' opinion, appear low relative to their underlying value or future potential.

Market Cap

The average market capitalization across the Delaware Small Cap Value Instl MF is 8.12B. The market cap for tickers in the group ranges from 4B to 14.43B. FLEX holds the highest valuation in this group at 14.43B. The lowest valued company is HWC at 4B.

Volume

The average weekly volume growth across all stocks in the Delaware Small Cap Value Instl MF was 6%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was 62%

Fundamental Analysis Ratings

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

Valuation Rating: 66

P/E Growth Rating: 29

Price Growth Rating: 45

SMR Rating: 23

Profit Risk Rating: 24

Seasonality Score: 45 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
CSRYX	37.74	-0.20	-0.53%
Columbia Select Large Cap Value Inst3
VVMCX	18.76	-0.13	-0.69%
VALIC Company I Mid Cap Value
DLQAX	16.89	-0.24	-1.40%
BNY Mellon Large Cap Equity A
SGFFX	45.77	-0.80	-1.72%
Sparrow Growth A
VAFNX	31.71	-0.67	-2.07%
Invesco American Franchise R5

DEVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DEVIX has been closely correlated with DFFVX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if DEVIX jumps, then DFFVX could also see price increases.

Ticker / NAME	Correlation To DEVIX	1D Price Change %
DEVIX	100%	-0.64%
DFFVX - DEVIX	95% Closely correlated	-0.83%
VSIAX - DEVIX	94% Closely correlated	-0.67%
VISVX - DEVIX	94% Closely correlated	-0.68%
VSIIX - DEVIX	94% Closely correlated	-0.68%
DFSVX - DEVIX	94% Closely correlated	-0.76%
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