IYBFX Macquarie Balanced Fund Class R Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Costco Wholesale Corp (NASDAQ:COST), Unitedhealth Group (NYSE:UNH).

The investment seeks to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50% of its total assets in equity securities including convertible securities.

The average market capitalization across the Macquarie Balanced Fund Class R MF is 1.84T. The market cap for tickers in the group ranges from 97.83B to 4.1T. NVDA holds the highest valuation in this group at 4.1T. The lowest valued company is HCA at 97.83B.

The average weekly volume growth across all stocks in the Macquarie Balanced Fund Class R MF was 6%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -24%