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WSGRX Delaware Ivy Small Cap Growth R Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000® Growth Index over the last 13 months at the time of acquisition.

Market Cap

The average market capitalization across the Delaware Ivy Small Cap Growth R MF is 6.09B. The market cap for tickers in the group ranges from 2.59B to 11.24B. CYBR holds the highest valuation in this group at 11.24B. The lowest valued company is VCEL at 2.59B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Small Cap Growth R MF was -11%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was 59%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 66
Price Growth Rating: 57
SMR Rating: 63
Profit Risk Rating: 33
Seasonality Score: 6 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WSGRX has been closely correlated with VSGAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSGRX jumps, then VSGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSGRX
1D Price
Change %
WSGRX100%
-1.66%
VSGAX - WSGRX
92%
Closely correlated
-1.57%
WCMNX - WSGRX
91%
Closely correlated
-2.59%
NRGEX - WSGRX
91%
Closely correlated
-1.24%
WCMLX - WSGRX
91%
Closely correlated
-2.56%
VISGX - WSGRX
67%
Closely correlated
-1.56%
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