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DVLRX Delaware Small Cap Value R 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 R 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 R 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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DVLRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DVLRX has been closely correlated with WCMFX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if DVLRX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DVLRX
1D Price
Change %
DVLRX100%
+1.13%
WCMFX - DVLRX
78%
Closely correlated
+1.26%
WCMJX - DVLRX
78%
Closely correlated
+1.27%
DFFVX - DVLRX
75%
Closely correlated
+1.63%
VISVX - DVLRX
74%
Closely correlated
+1.22%
DFSVX - DVLRX
74%
Closely correlated
+1.74%
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