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DSGFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
107.67M

DSGFX Delaware Small Cap Growth R Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of growth-oriented companies that its investment manager, Delaware Management Company (Manager) believes have long-term capital appreciation potential and expect to grow faster than the U.S. economy. It invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies (80% policy). The fund may invest in both domestic and foreign small-capitalization companies.

Market Cap

The average market capitalization across the Delaware Small Cap Growth R MF is 6.39B. The market cap for tickers in the group ranges from 3.41B to 10.69B. CYBR holds the highest valuation in this group at 10.69B. The lowest valued company is RRR at 3.41B.

Volume

The average weekly volume growth across all stocks in the Delaware Small Cap Growth R MF was -21%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 56
Price Growth Rating: 47
SMR Rating: 63
Profit Risk Rating: 60
Seasonality Score: -63 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Delaware Group Equity Funds IVOne Commerce Square,2005 Market StreetPhiladelphia
Phone
N/A
Web
www.delawarefunds.com
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DSGFX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DSGFX
1D Price
Change %
DSGFX100%
+0.69%
WCMLX - DSGFX
89%
Closely correlated
-0.16%
WCMNX - DSGFX
89%
Closely correlated
-0.08%
VEXPX - DSGFX
83%
Closely correlated
+0.46%
VSGAX - DSGFX
82%
Closely correlated
+0.13%
VISGX - DSGFX
82%
Closely correlated
+0.13%
More