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WLGRX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$30.04
Change
-$1.29 (-4.12%)
Net Assets
7.79B

WLGRX Macquarie Large Cap Growth Fund R Forecast, Technical & Fundamental Analysis

The investment seeks to provide growth of capital... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.

Market Cap

The average market capitalization across the Macquarie Large Cap Growth Fund R MF is 1.32T. The market cap for tickers in the group ranges from 19.11B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is VRSN at 19.11B.

Volume

The average weekly volume growth across all stocks in the Macquarie Large Cap Growth Fund R MF was 80%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 73%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 45
Price Growth Rating: 47
SMR Rating: 31
Profit Risk Rating: 26
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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WLGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WLGRX has been closely correlated with VIGRX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if WLGRX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WLGRX
1D Price
Change %
WLGRX100%
N/A
VIGRX - WLGRX
95%
Closely correlated
N/A
VIGIX - WLGRX
95%
Closely correlated
N/A
VIGAX - WLGRX
95%
Closely correlated
N/A
FAFGX - WLGRX
84%
Closely correlated
N/A
FFAFX - WLGRX
84%
Closely correlated
N/A
More