The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST).
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 Delaware Ivy Balanced Fund Class R MF is 442.35B. The market cap for tickers in the group ranges from 40.73B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is TEL at 40.73B.
The average weekly volume growth across all stocks in the Delaware Ivy Balanced Fund Class R MF was -14%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -48%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 50
Price Growth Rating: 33
SMR Rating: 38
Profit Risk Rating: 24
Seasonality Score: -5 (-100 ... +100)