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IYGEX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
264.55M

IYGEX Price Prediction, Delaware Global Equity II R AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks to provide total return through a combination of current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities. Under normal circumstances, it invests at least 40% (or, if the manager deems it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. The fund may invest in U.S. and non-U.S. issuers, including issuers located in emerging market countries, and may invest up to 100% of its total assets in foreign securities.

Market Cap

The average market capitalization across the Delaware Global Equity II R MF is 297.28B. The market cap for tickers in the group ranges from 1.2B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is RKT at 1.2B.

Volume

The average weekly volume growth across all stocks in the Delaware Global Equity II R MF was -21%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -56%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 35
Price Growth Rating: 46
SMR Rating: 55
Profit Risk Rating: 57
Seasonality Score: 0 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IYGEX and

Correlation & Price change

A.I.dvisor tells us that IYGEX and TEDIX have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that IYGEX and TEDIX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYGEX
1D Price
Change %
IYGEX100%
-0.25%
TEDIX - IYGEX
22%
Poorly correlated
-0.26%
TEDRX - IYGEX
22%
Poorly correlated
-0.27%
FMDRX - IYGEX
22%
Poorly correlated
-0.26%
TEDSX - IYGEX
22%
Poorly correlated
-0.23%
TRZRX - IYGEX
20%
Poorly correlated
N/A
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