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ISTNX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
5.72B

ISTNX Delaware Ivy Science and Technology R6 Forecast, Technical & Fundamental Analysis

Category Technology
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom (NASDAQ:AVGO), Lam Research Corp (NASDAQ:LRCX), Pinterest (NYSE:PINS), Seagate Technology Holdings PLC (NASDAQ:STX).

Industry description

The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.

Market Cap

The average market capitalization across the Delaware Ivy Science and Technology R6 MF is 580.93B. The market cap for tickers in the group ranges from 18.58B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is STX at 18.58B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Science and Technology R6 MF was -44%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -45%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 43
Price Growth Rating: 48
SMR Rating: 43
Profit Risk Rating: 31
Seasonality Score: -54 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Technology

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

Correlation & Price change

A.I.dvisor indicates that over the last year, ISTNX has been closely correlated with SCMIX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if ISTNX jumps, then SCMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ISTNX
1D Price
Change %
ISTNX100%
N/A
SCMIX - ISTNX
77%
Closely correlated
N/A
SCIOX - ISTNX
70%
Closely correlated
N/A
JATNX - ISTNX
66%
Closely correlated
N/A
CCIZX - ISTNX
65%
Loosely correlated
N/A
CCOYX - ISTNX
63%
Loosely correlated
N/A
More