The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NASDAQ:UNH), Mastercard (NASDAQ:MA), ConocoPhillips (NASDAQ:COP).
The investment seeks to provide total return.
The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. It may invest in U.S. and foreign securities. The fund generally will invest at least 30% of its assets, and may invest up to 75%, in foreign securities and in securities denominated in currencies other than the U.S. dollar, including issuers located in and/or generating revenue from emerging markets.
The average market capitalization across the Delaware Ivy Asset Strategy Fund Cl I MF is 527.97B. The market cap for tickers in the group ranges from 2.47B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is AIR at 2.47B.
The average weekly volume growth across all stocks in the Delaware Ivy Asset Strategy Fund Cl I MF was 3%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 31
Price Growth Rating: 35
SMR Rating: 48
Profit Risk Rating: 28
Seasonality Score: 19 (-100 ... +100)