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FIUSX
Mutual Fund ticker: NASDAQ
AS OF
Oct 16 closing price
Price
$34.99
Change
-$0.51 (-1.44%)
Net Assets
522.74M

FIUSX Macquarie Opportunity A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Mid-Cap Value
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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 up to 20% of its net assets in real estate investment trusts (REITs). It may continue to hold stocks of mid-size companies that grow into larger companies and may also invest opportunistically in larger companies.

Market Cap

The average market capitalization across the Macquarie Opportunity A MF is 38.56B. The market cap for tickers in the group ranges from 5.64B to 91.89B. PH holds the highest valuation in this group at 91.89B. The lowest valued company is KBR at 5.64B.

Volume

The average weekly volume growth across all stocks in the Macquarie Opportunity A MF was -17%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -17%

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: 51
Price Growth Rating: 49
SMR Rating: 100
Profit Risk Rating: 25
Seasonality Score: 43 (-100 ... +100)
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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
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FIUSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FIUSX has been closely correlated with MVCAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIUSX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FIUSX
1D Price
Change %
FIUSX100%
N/A
MVCAX - FIUSX
96%
Closely correlated
N/A
JVMRX - FIUSX
93%
Closely correlated
N/A
VEVYX - FIUSX
88%
Closely correlated
N/A
JVMCX - FIUSX
82%
Closely correlated
N/A
JVMIX - FIUSX
81%
Closely correlated
N/A
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