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 R6 MF is 83.23B. 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 R6 MF was 13%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 47
P/E Growth Rating: 67
Price Growth Rating: 41
SMR Rating: 57
Profit Risk Rating: 56
Seasonality Score: 41 (-100 ... +100)