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DEVIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$72.37
Change
-$1.10 (-1.50%)
Net Assets
4.18B

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

Category SmallValue
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 8.13B. The market cap for tickers in the group ranges from 4B to 14.5B. FLEX holds the highest valuation in this group at 14.5B. 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 17%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 38
Price Growth Rating: 48
SMR Rating: 23
Profit Risk Rating: 28
Seasonality Score: 19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Delaware Group Equity Funds V IncOne Commerce Square,2005 Market StreetPhiladelphia
Phone
N/A
Web
www.delawareinvestments.com
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DEVIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DEVIX
1D Price
Change %
DEVIX100%
-1.50%
SSGSX - DEVIX
89%
Closely correlated
N/A
DFFVX - DEVIX
85%
Closely correlated
-1.39%
DFSVX - DEVIX
84%
Closely correlated
-1.38%
VSIAX - DEVIX
84%
Closely correlated
-1.22%
VSIIX - DEVIX
84%
Closely correlated
-1.22%
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