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DLHIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$24.83
Change
+$0.37 (+1.51%)
Net Assets
650.18M

DLHIX Macquarie Healthcare I Forecast, Technical & Fundamental Analysis

The investment seeks maximum long-term capital growth through capital appreciation... Show more

Category: #Health
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Amgen (NASDAQ:AMGN), Boston Scientific Corp (NYSE:BSX), Pfizer (NYSE:PFE), Elevance Health (NYSE:ELV), Regeneron Pharmaceuticals (NASDAQ:REGN).

Industry description

The investment seeks maximum long-term capital growth through capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in the equity securities of healthcare companies, meaning companies that develop, produce, or distribute products or services related to the healthcare or medical industries and derive a substantial portion, that is, more than 50%, of their sales from products and services in the healthcare industry (80% policy). It is non-diversified.

Market Cap

The average market capitalization across the Macquarie Healthcare I MF is 189.49B. The market cap for tickers in the group ranges from 4.5B to 628.62B. LLY holds the highest valuation in this group at 628.62B. The lowest valued company is VKTX at 4.5B.

Volume

The average weekly volume growth across all stocks in the Macquarie Healthcare I MF was 56%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was 73%

Fundamental Analysis Ratings

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

Valuation Rating: 32
P/E Growth Rating: 90
Price Growth Rating: 57
SMR Rating: 60
Profit Risk Rating: 65
Seasonality Score: -34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Health

Profile
Fundamentals
Details
Category
Health
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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DLHIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DLHIX has been closely correlated with JFNIX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if DLHIX jumps, then JFNIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DLHIX
1D Price
Change %
DLHIX100%
+1.51%
JFNIX - DLHIX
76%
Closely correlated
N/A
JNGLX - DLHIX
76%
Closely correlated
N/A
FBTAX - DLHIX
76%
Closely correlated
N/A
SHSAX - DLHIX
74%
Closely correlated
N/A
FSPHX - DLHIX
74%
Closely correlated
N/A
More