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FPIKX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
41.34M

FPIKX Delaware Premium Income A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Broadcom (NASDAQ:AVGO), Home Depot (NYSE:HD), Cisco Systems (NASDAQ:CSCO), Boeing Company (NYSE:BA), Booking Holdings (NASDAQ:BKNG), CSX Corp (NASDAQ:CSX).

Industry description

The investment seeks to generate income. The fund invests in a portfolio of equity securities and writes (sells) call options on those securities. Under normal circumstances, it will write (sell) call options on a majority of its total assets. Typically, all of the call options written (sold) by the fund are expected to be "in the money" at the time they are written (sold). Its call option writing strategy is designed to generate income and lower the overall risk profile of the fund's portfolio.

Market Cap

The average market capitalization across the Delaware Premium Income A MF is 449.13B. The market cap for tickers in the group ranges from 61.82B to 2.33T. MSFT holds the highest valuation in this group at 2.33T. The lowest valued company is CSX at 61.82B.

Volume

The average weekly volume growth across all stocks in the Delaware Premium Income A MF was 2%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 40
Price Growth Rating: 47
SMR Rating: 34
Profit Risk Rating: 39
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, FPIKX has been closely correlated with JEPAX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if FPIKX jumps, then JEPAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FPIKX
1D Price
Change %
FPIKX100%
-0.54%
JEPAX - FPIKX
72%
Closely correlated
-1.06%
JEPSX - FPIKX
71%
Closely correlated
-1.06%
JEPCX - FPIKX
69%
Closely correlated
-1.06%
JEPIX - FPIKX
69%
Closely correlated
-0.98%
JEPRX - FPIKX
69%
Closely correlated
-1.06%