+Compare
IYVAX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
531.25M

IYVAX Delaware Ivy Value A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NASDAQ:MRK), Verizon Communications (NASDAQ:VZ), Lowe's Companies (NASDAQ:LOW), Northrop Grumman Corp (NASDAQ:NOC), US Bancorp (NASDAQ:USB), Dollar Tree (NASDAQ:DLTR).

Industry description

The investment seeks to provide capital appreciation. The fund seeks to achieve its objective by investing in the common stocks of primarily large-capitalization companies that the advisor believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by the manager and/or are out of favor in the financial markets but have a favorable outlook for capital appreciation. Although it primarily invests in securities issued by large-capitalization companies, the fund may invest in securities issued by companies of any size.

Market Cap

The average market capitalization across the Delaware Ivy Value A MF is 109.87B. The market cap for tickers in the group ranges from 21.46B to 253.86B. MRK holds the highest valuation in this group at 253.86B. The lowest valued company is EQR at 21.46B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Value A MF was 7%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 46
Price Growth Rating: 44
SMR Rating: 48
Profit Risk Rating: 40
Seasonality Score: 24 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
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
MFs / NAMEPrice $Chg $Chg %
MTILX11.770.05
+0.43%
Morgan Stanley Inst Glbl Infras L
MGIBX37.000.12
+0.33%
MFS International Intrinsic Value B
SGMIX9.790.02
+0.20%
SEI Global Managed Volatility I (SIMT)
CDGIX13.35-0.01
-0.07%
Crawford Large Cap Dividend I
OPMIX28.76-0.06
-0.21%
Invesco Main Street Mid Cap R6

IYVAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYVAX has been loosely correlated with VIVAX. These tickers have moved in lockstep 37% of the time. This A.I.-generated data suggests there is some statistical probability that if IYVAX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYVAX
1D Price
Change %
IYVAX100%
-0.05%
VIVAX - IYVAX
37%
Loosely correlated
-0.20%
VIVIX - IYVAX
37%
Loosely correlated
-0.20%
VVIAX - IYVAX
37%
Loosely correlated
-0.20%
FFFMX - IYVAX
37%
Loosely correlated
-0.16%
FFMMX - IYVAX
36%
Loosely correlated
-0.16%
More