Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST).
Industry description
The investment seeks to provide total return through a combination of capital appreciation and current income.
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50% of its total assets in equity securities including convertible securities.
Market Cap
The average market capitalization across the Delaware Ivy Balanced Fund Class R6 MF is 1.56T. The market cap for tickers in the group ranges from 88.21B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is HCA at 88.21B.
Volume
The average weekly volume growth across all stocks in the Delaware Ivy Balanced Fund Class R6 MF was 93%. For the same stocks of the MF, the average monthly volume growth was 78% 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: 69
P/E Growth Rating: 49
Price Growth Rating: 38
SMR Rating: 35
Profit Risk Rating: 11
Seasonality Score: -35 (-100 ... +100)