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IMAAX Delaware Ivy Multi-Asset Income A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks to provide a high level of current income; capital appreciation is a secondary objective. The fund seeks to achieve its objective by primarily investing its assets among a diversified portfolio of global equity and equity-income generating securities. The portfolio manager targets approximately 30% high yield, high income securities; 40% in global equity and income generating equity securities and approximately 10% in global real estate securities. Together, these allocations determine the 80% policy.

Market Cap

The average market capitalization across the Delaware Ivy Multi-Asset Income A MF is 130.68B. The market cap for tickers in the group ranges from 3.22B to 227.47B. SAP holds the highest valuation in this group at 227.47B. The lowest valued company is AI at 3.22B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Multi-Asset Income A MF was -10%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 43
Price Growth Rating: 46
SMR Rating: 61
Profit Risk Rating: 59
Seasonality Score: 20 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, IMAAX has been closely correlated with FBCIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if IMAAX jumps, then FBCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IMAAX
1D Price
Change %
IMAAX100%
-0.21%
FBCIX - IMAAX
88%
Closely correlated
-0.44%
RIRHX - IMAAX
88%
Closely correlated
-0.44%
FWCBX - IMAAX
87%
Closely correlated
-0.43%
RCEEX - IMAAX
87%
Closely correlated
-0.45%
CFIHX - IMAAX
87%
Closely correlated
-0.44%
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