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IBNAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
1.57B

IBNAX Delaware Ivy Balanced Fund Class A Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), 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 A MF is 464.87B. The market cap for tickers in the group ranges from 44.19B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is TEL at 44.19B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Balanced Fund Class A MF was -15%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -3%

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: 50
Price Growth Rating: 29
SMR Rating: 38
Profit Risk Rating: 20
Seasonality Score: -47 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IBNAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IBNAX has been loosely correlated with RAMHX. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if IBNAX jumps, then RAMHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IBNAX
1D Price
Change %
IBNAX100%
+0.19%
RAMHX - IBNAX
52%
Loosely correlated
+0.12%
RLBAX - IBNAX
52%
Loosely correlated
+0.12%
RLBCX - IBNAX
52%
Loosely correlated
+0.12%
RLBEX - IBNAX
52%
Loosely correlated
+0.15%
RLEFX - IBNAX
52%
Loosely correlated
+0.12%
More