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IYVYX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
551.72M

IYVYX Delaware Ivy Value Y Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Cisco Systems (NASDAQ:CSCO), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP), Lowe's Companies (NYSE:LOW), TJX Companies (NYSE:TJX), Cigna Group (The) (NYSE:CI), American International Group (NYSE:AIG), Archer Daniels Midland Company (NYSE:ADM), DuPont de Nemours (NYSE:DD).

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 Y MF is 107.63B. The market cap for tickers in the group ranges from 17B to 220.58B. CSCO holds the highest valuation in this group at 220.58B. The lowest valued company is HOLX at 17B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Value Y MF was -2%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 43
Price Growth Rating: 50
SMR Rating: 49
Profit Risk Rating: 43
Seasonality Score: -24 (-100 ... +100)
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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
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IYVYX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IYVYX has been loosely correlated with FFFMX. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if IYVYX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IYVYX
1D Price
Change %
IYVYX100%
-0.44%
FFFMX - IYVYX
52%
Loosely correlated
-0.46%
FFMMX - IYVYX
51%
Loosely correlated
-0.48%
VIVAX - IYVYX
46%
Loosely correlated
-0.63%
VIVIX - IYVYX
46%
Loosely correlated
-0.63%
VVIAX - IYVYX
46%
Loosely correlated
-0.63%
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