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DDERX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$14.85
Change
-$0.15 (-1.00%)
Net Assets
821.49M

DDERX Macquarie Wealth Builder R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide high current income and an investment that has the potential for capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Exxon Mobil Corp (NYSE:XOM), Merck & Co (NYSE:MRK), Lowe's Companies (NYSE:LOW).

Industry description

The investment seeks to provide high current income and an investment that has the potential for capital appreciation. Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.

Market Cap

The average market capitalization across the Macquarie Wealth Builder R6 MF is 1.7T. The market cap for tickers in the group ranges from 145.75B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is LOW at 145.75B.

Volume

The average weekly volume growth across all stocks in the Macquarie Wealth Builder R6 MF was 21%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 67
Price Growth Rating: 44
SMR Rating: 23
Profit Risk Rating: 27
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Delaware Group Equity Funds V IncOne Commerce Square,2005 Market StreetPhiladelphia
Phone
N/A
Web
www.delawareinvestments.com
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DDERX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DDERX
1D Price
Change %
DDERX100%
-1.00%
CLBAX - DDERX
95%
Closely correlated
-0.86%
ABALX - DDERX
94%
Closely correlated
-0.89%
RLBEX - DDERX
91%
Closely correlated
-0.86%
AMBFX - DDERX
91%
Closely correlated
-0.86%
BALFX - DDERX
91%
Closely correlated
-0.86%
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