The most notable companies in this group are Chesapeake Energy Corp (NASDAQ:CHK), Five Below (NASDAQ:FIVE), Southwestern Energy Company (NYSE:SWN).
The investment seeks to provide capital appreciation.
The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80% of the fund's net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap® Index at the time of purchase.
The average market capitalization across the Delaware Ivy Smid Cap Core Fund Class R MF is 8.51B. The market cap for tickers in the group ranges from 3.35B to 18.45B. PTC holds the highest valuation in this group at 18.45B. The lowest valued company is LBRT at 3.35B.
The average weekly volume growth across all stocks in the Delaware Ivy Smid Cap Core Fund Class R MF was -5%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -34%
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: 52
Price Growth Rating: 48
SMR Rating: 53
Profit Risk Rating: 41
Seasonality Score: 25 (-100 ... +100)