The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Nextera Energy Inc (NYSE:NEE).
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.
The average market capitalization across the Delaware Ivy Core Equity Fund Class C MF is 417.62B. The market cap for tickers in the group ranges from 38.68B to 2.7T. AAPL holds the highest valuation in this group at 2.7T. The lowest valued company is TEL at 38.68B.
The average weekly volume growth across all stocks in the Delaware Ivy Core Equity Fund Class C MF was -5%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 50
Price Growth Rating: 46
SMR Rating: 38
Profit Risk Rating: 24
Seasonality Score: 45 (-100 ... +100)