Notable companies
The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Oracle Corp (NYSE:ORCL), Walt Disney Company (The) (NYSE:DIS), Lowe's Companies (NYSE:LOW), CVS HEALTH Corp (NYSE:CVS), American International Group (NYSE:AIG).
Industry description
The investment seeks to provide capital appreciation.
The fund seeks to achieve its objective by investing in the common stocks of primarily large-capitalization companies that the advisor believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by the manager and/or are out of favor in the financial markets but have a favorable outlook for capital appreciation. Although it primarily invests in securities issued by large-capitalization companies, the fund may invest in securities issued by companies of any size.
Market Cap
The average market capitalization across the Delaware Ivy Value I MF is 183.29B. The market cap for tickers in the group ranges from 24.11B to 461.22B. XOM holds the highest valuation in this group at 461.22B. The lowest valued company is DOV at 24.11B.
Volume
The average weekly volume growth across all stocks in the Delaware Ivy Value I MF was 27%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 45
Price Growth Rating: 42
SMR Rating: 49
Profit Risk Rating: 40
Seasonality Score: 1 (-100 ... +100)