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WTRCX
Mutual Fund ticker: NASDAQ
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WTRCX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
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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), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.

Market Cap

The average market capitalization across the Delaware Ivy Core Equity Fund Class C MF is 1.44T. The market cap for tickers in the group ranges from 88.21B to 3.57T. NVDA holds the highest valuation in this group at 3.57T. The lowest valued company is HCA at 88.21B.

Volume

The average weekly volume growth across all stocks in the Delaware Ivy Core Equity Fund Class C MF was -13%. For the same stocks of the MF, the average monthly volume growth was -29% 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: 64
P/E Growth Rating: 60
Price Growth Rating: 38
SMR Rating: 35
Profit Risk Rating: 16
Seasonality Score: -2 (-100 ... +100)
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General Information

Category LargeBlend

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