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IYMIX Delaware Ivy Mid Cap Growth I Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Trade Desk (The) (NASDAQ:TTD), Pinterest (NYSE:PINS).

Industry description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.

Market Cap

The average market capitalization across the Delaware Ivy Mid Cap Growth I MF is 27.95B. The market cap for tickers in the group ranges from 8.3B to 53.47B. DXCM holds the highest valuation in this group at 53.47B. The lowest valued company is MKTX at 8.3B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Mid Cap Growth I MF was -50%. For the same stocks of the MF, the average monthly volume growth was 121% and the average quarterly volume growth was 149%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 53
Price Growth Rating: 61
SMR Rating: 54
Profit Risk Rating: 60
Seasonality Score: 46 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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IYMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IYMIX has been closely correlated with FSMAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYMIX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYMIX
1D Price
Change %
IYMIX100%
-2.37%
FSMAX - IYMIX
89%
Closely correlated
-1.29%
TRQZX - IYMIX
80%
Closely correlated
-1.93%
PMAQX - IYMIX
80%
Closely correlated
-1.40%
RPTIX - IYMIX
80%
Closely correlated
-1.94%
RPMGX - IYMIX
80%
Closely correlated
-1.93%
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