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ISPVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
309.72M

ISPVX Delaware Ivy Smid Cap Core Fund Class R6 Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chesapeake Energy Corp (NASDAQ:CHK).

Industry description

The investment seeks to provide capital appreciation. The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80% of the fund's net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap® Index at the time of purchase.

Market Cap

The average market capitalization across the Delaware Ivy Smid Cap Core Fund Class R6 MF is 8.53B. The market cap for tickers in the group ranges from 3.06B to 27.08B. PWR holds the highest valuation in this group at 27.08B. The lowest valued company is LBRT at 3.06B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Smid Cap Core Fund Class R6 MF was -81%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -35%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 55
Price Growth Rating: 50
SMR Rating: 52
Profit Risk Rating: 47
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IVVYX19.29N/A
N/A
Delaware Ivy International Core Eq Y
AUIKX27.89-0.01
-0.04%
AB Equity Income K
MMSIX9.74-0.02
-0.20%
Praxis Small Cap Index I
RYUTX43.13-0.10
-0.23%
Rydex Utilities A
POSKX35.08-0.09
-0.26%
PRIMECAP Odyssey Stock

ISPVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ISPVX has been loosely correlated with NAESX. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if ISPVX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ISPVX
1D Price
Change %
ISPVX100%
-0.32%
NAESX - ISPVX
54%
Loosely correlated
-0.30%
VSMAX - ISPVX
49%
Loosely correlated
-0.29%
VSCIX - ISPVX
49%
Loosely correlated
-0.30%
VSCPX - ISPVX
49%
Loosely correlated
-0.30%
FSSNX - ISPVX
48%
Loosely correlated
-0.27%