MENU
+Compare
IYSIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 26 closing price
Price
$22.32
Change
+$0.15 (+0.68%)
Net Assets
1.27B

IYSIX Delaware Ivy Small Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000® Growth Index over the last 13 months at the time of acquisition.

Market Cap

The average market capitalization across the Delaware Ivy Small Cap Growth Instl MF is 6.07B. The market cap for tickers in the group ranges from 2.85B to 11.24B. CYBR holds the highest valuation in this group at 11.24B. The lowest valued company is VCEL at 2.85B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Small Cap Growth Instl MF was -55%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was -88%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 60
Price Growth Rating: 56
SMR Rating: 64
Profit Risk Rating: 33
Seasonality Score: 21 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LASE7.221.56
+27.56%
Laser Photonics Corp
BCBP11.910.09
+0.76%
BCB Bancorp
STKL7.880.05
+0.64%
SunOpta
MRNA40.430.16
+0.40%
Moderna
CCS75.03-0.51
-0.68%
Century Communities

IYSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IYSIX has been closely correlated with VEXPX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if IYSIX jumps, then VEXPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYSIX
1D Price
Change %
IYSIX100%
+0.68%
VEXPX - IYSIX
94%
Closely correlated
+0.39%
VEXRX - IYSIX
94%
Closely correlated
+0.39%
VSGAX - IYSIX
93%
Closely correlated
+0.49%
VSGIX - IYSIX
93%
Closely correlated
+0.48%
VISGX - IYSIX
93%
Closely correlated
+0.49%
More