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IGRFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
5.51B

IGRFX Delaware Ivy Mid Cap Growth R6 Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microchip Technology (NASDAQ:MCHP), Trade Desk (The) (NASDAQ:TTD), Pinterest (NYSE:PINS).

Industry description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.

Market Cap

The average market capitalization across the Delaware Ivy Mid Cap Growth R6 MF is 28.91B. The market cap for tickers in the group ranges from 6.82B to 42.47B. MCHP holds the highest valuation in this group at 42.47B. The lowest valued company is TREX at 6.82B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Mid Cap Growth R6 MF was -9%. For the same stocks of the MF, the average monthly volume growth was -8% 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: 76
P/E Growth Rating: 56
Price Growth Rating: 54
SMR Rating: 55
Profit Risk Rating: 41
Seasonality Score: -41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IGRFX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IGRFX has been closely correlated with FSMAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if IGRFX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IGRFX
1D Price
Change %
IGRFX100%
-0.03%
FSMAX - IGRFX
89%
Closely correlated
-0.19%
RPMGX - IGRFX
67%
Closely correlated
-0.18%
RPTIX - IGRFX
66%
Closely correlated
-0.18%
PAMCX - IGRFX
66%
Closely correlated
-0.18%
RRMGX - IGRFX
66%
Closely correlated
-0.17%
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