Ad is loading...
MENU
FIUSX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

FIUSX price forecast, quote, news & analysis

Category: @Mid-Cap Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Marriott International (NASDAQ:MAR), DR Horton (NYSE:DHI).

Industry description

The investment seeks long-term capital growth. The fund invests primarily in mid-size companies that the Manager believes offer attractive valuation and quality characteristics. The fund invests primarily in U.S. companies but may also invest in foreign companies that are listed in the U.S. It may invest in active or passive exchange-traded funds ("ETFs") to gain exposure to such securities and up to 20% of its net assets in real estate investment trusts (REITs). It may continue to hold stocks of companies that grow into larger companies and may also invest opportunistically in larger companies.

Market Cap

The average market capitalization across the Delaware Opportunity A MF is 32.86B. The market cap for tickers in the group ranges from 7.81B to 72.73B. MAR holds the highest valuation in this group at 72.73B. The lowest valued company is KBR at 7.81B.

Volume

The average weekly volume growth across all stocks in the Delaware Opportunity A MF was 26%. For the same stocks of the MF, the average monthly volume growth was 69% and the average quarterly volume growth was 24%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 40
Price Growth Rating: 37
SMR Rating: 63
Profit Risk Rating: 13
Seasonality Score: 31 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Delaware Group Equity Funds IVOne Commerce Square,2005 Market StreetPhiladelphia
Phone
N/A
Web
www.delawarefunds.com