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WHIAX
Mutual Fund ticker: NASDAQ
AS OF
Jun 20 closing price
Price
$5.85
Change
+$0.01 (+0.17%)
Net Assets
2.27B

WHIAX Macquarie High Income Fund Class A Forecast, Technical & Fundamental Analysis

The investment seeks to provide total return through a combination of high current income and capital appreciation... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide total return through a combination of high current income and capital appreciation. The fund invests primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments (loans), of U.S. and foreign issuers, the risks of which are, in the judgment of the manager consistent with the fund's objective. It may invest up to 100% of its total assets in foreign securities that are denominated in U.S. dollars or foreign currencies.

Market Cap

The average market capitalization across the Macquarie High Income Fund Class A MF is 2.67B. The market cap for tickers in the group ranges from 1.33B to 1.33B. MSC holds the highest valuation in this group at 1.33B. The lowest valued company is MSC at 1.33B.

Volume

The average weekly volume growth across all stocks in the Macquarie High Income Fund Class A MF was -6%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was -64%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 75
Price Growth Rating: 47
SMR Rating: 49
Profit Risk Rating: 72
Seasonality Score: (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category HighYieldBond

Profile
Fundamentals
Details
Category
High Yield Bond
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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WHIAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WHIAX has been closely correlated with HIGFX. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if WHIAX jumps, then HIGFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHIAX
1D Price
Change %
WHIAX100%
+0.17%
HIGFX - WHIAX
70%
Closely correlated
+0.21%
FTAHX - WHIAX
69%
Closely correlated
+0.21%
FAHHX - WHIAX
69%
Closely correlated
+0.21%
PHYEX - WHIAX
69%
Closely correlated
+0.21%
PHYGX - WHIAX
69%
Closely correlated
N/A
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