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DDVRX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$13.54
Change
-$0.17 (-1.24%)
Net Assets
2.22B

DDVRX Macquarie Value R Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Oracle Corp (NYSE:ORCL), Merck & Co (NYSE:MRK), Honeywell International (NASDAQ:HON), TJX Companies (NYSE:TJX), American International Group (NYSE:AIG).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies (the 80% policy). It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The fund's advisor currently defines large-capitalization stocks as those with market capitalizations of $5 billion or greater at the time of purchase.

Market Cap

The average market capitalization across the Macquarie Value R MF is 155.14B. The market cap for tickers in the group ranges from 38.92B to 380.22B. JNJ holds the highest valuation in this group at 380.22B. The lowest valued company is CTSH at 38.92B.

Volume

The average weekly volume growth across all stocks in the Macquarie Value R MF was 139%. For the same stocks of the MF, the average monthly volume growth was 49% and the average quarterly volume growth was 104%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 57
Price Growth Rating: 43
SMR Rating: 47
Profit Risk Rating: 22
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Delaware Group Equity Funds IIOne Commerce Square,2005 Market StreetPhiladelphia
Phone
N/A
Web
www.delawarefunds.com
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DDVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DDVRX has been loosely correlated with RMFCX. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if DDVRX jumps, then RMFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DDVRX
1D Price
Change %
DDVRX100%
-1.24%
RMFCX - DDVRX
61%
Loosely correlated
-0.76%
RMFEX - DDVRX
61%
Loosely correlated
-0.77%
RMEBX - DDVRX
61%
Loosely correlated
-0.79%
VVIAX - DDVRX
51%
Loosely correlated
-0.81%
VIVAX - DDVRX
51%
Loosely correlated
-0.81%
More