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WASCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$19.13
Change
+$0.09 (+0.47%)
Net Assets
1.76B

WASCX Delaware Ivy Asset Strategy Fund Cl C Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), Intuit (NASDAQ:INTU).

Industry description

The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The fund’s investment manager primarily invests a portion of the fund’s assets in global equity securities that the manager believes can outperform the fund’s benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses (the Equity portion).

Market Cap

The average market capitalization across the Delaware Ivy Asset Strategy Fund Cl C MF is 1.79T. The market cap for tickers in the group ranges from 179.12B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is INTU at 179.12B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Asset Strategy Fund Cl C MF was 100%. For the same stocks of the MF, the average monthly volume growth was 86% 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: 79
P/E Growth Rating: 65
Price Growth Rating: 29
SMR Rating: 31
Profit Risk Rating: 16
Seasonality Score: -18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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WASCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WASCX has been loosely correlated with CFIHX. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if WASCX jumps, then CFIHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WASCX
1D Price
Change %
WASCX100%
+0.47%
CFIHX - WASCX
58%
Loosely correlated
+0.72%
FBCIX - WASCX
58%
Loosely correlated
+0.72%
RCEEX - WASCX
58%
Loosely correlated
+0.71%
RIRHX - WASCX
58%
Loosely correlated
+0.72%
FWCBX - WASCX
57%
Loosely correlated
+0.72%
More