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WSTRX Delaware Ivy Science and Technology R Forecast, Technical & Fundamental Analysis

Category Technology
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Lam Research Corp (NASDAQ:LRCX), Pinterest (NYSE:PINS), Seagate Technology Holdings PLC (NASDAQ:STX).

Industry description

The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.

Market Cap

The average market capitalization across the Delaware Ivy Science and Technology R MF is 1.16T. The market cap for tickers in the group ranges from 19.22B to 3.64T. NVDA holds the highest valuation in this group at 3.64T. The lowest valued company is STX at 19.22B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Science and Technology R MF was 1%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 70
Price Growth Rating: 39
SMR Rating: 36
Profit Risk Rating: 26
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Technology

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WSTRX has been closely correlated with PRGTX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSTRX jumps, then PRGTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSTRX
1D Price
Change %
WSTRX100%
-0.58%
PRGTX - WSTRX
84%
Closely correlated
-0.29%
CCIZX - WSTRX
79%
Closely correlated
+0.02%
CCOYX - WSTRX
78%
Closely correlated
+0.01%
SCIOX - WSTRX
78%
Closely correlated
+0.02%
VITAX - WSTRX
59%
Loosely correlated
-0.39%
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