The most notable companies in this group are Cisco Systems (NASDAQ:CSCO), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP), TJX Companies (NYSE:TJX), Cigna Group (The) (NYSE:CI), Northrop Grumman Corp (NYSE:NOC), American International Group (NYSE:AIG), DuPont de Nemours (NYSE:DD).
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.
The average market capitalization across the Delaware Ivy Value Y MF is 110.87B. The market cap for tickers in the group ranges from 30.66B to 194.44B. CSCO holds the highest valuation in this group at 194.44B. The lowest valued company is DD at 30.66B.
The average weekly volume growth across all stocks in the Delaware Ivy Value Y MF was 73%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 10%
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: 47
Price Growth Rating: 45
SMR Rating: 48
Profit Risk Rating: 41
Seasonality Score: 21 (-100 ... +100)