DLHIX Macquarie Healthcare I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Amgen (NASDAQ:AMGN), Boston Scientific Corp (NYSE:BSX), Pfizer (NYSE:PFE), Elevance Health (NYSE:ELV), Regeneron Pharmaceuticals (NASDAQ:REGN).

The investment seeks maximum long-term capital growth through capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets, plus the amount of any borrowings for investment purposes, in the equity securities of healthcare companies, meaning companies that develop, produce, or distribute products or services related to the healthcare or medical industries and derive a substantial portion, that is, more than 50%, of their sales from products and services in the healthcare industry (80% policy). It is non-diversified.

The average market capitalization across the Macquarie Healthcare I MF is 205.03B. The market cap for tickers in the group ranges from 3.77B to 719.7B. LLY holds the highest valuation in this group at 719.7B. The lowest valued company is VKTX at 3.77B.

The average weekly volume growth across all stocks in the Macquarie Healthcare I MF was -31%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -41%