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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 7.91B. The market cap for tickers in the group ranges from 4B to 12.33B. FLEX holds the highest valuation in this group at 12.33B. 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 86% and the average quarterly volume growth was 66%

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: 25
Price Growth Rating: 43
SMR Rating: 23
Profit Risk Rating: 24
Seasonality Score: 40 (-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 WCMFX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if DEVIX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DEVIX
1D Price
Change %
DEVIX100%
+1.12%
WCMFX - DEVIX
79%
Closely correlated
+1.26%
WCMJX - DEVIX
78%
Closely correlated
+1.27%
DFFVX - DEVIX
76%
Closely correlated
+1.63%
VISVX - DEVIX
75%
Closely correlated
+1.22%
VSIAX - DEVIX
75%
Closely correlated
+1.22%
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