FIVUX Macquarie Opportunity Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Marriott International (NASDAQ:MAR), DR Horton (NYSE:DHI).

The investment seeks long-term capital growth. The fund invests primarily in mid-size companies that the Manager believes offer attractive valuation and quality characteristics. The fund invests primarily in U.S. companies but may also invest in foreign companies that are listed in the U.S. It may invest up to 20% of its net assets in real estate investment trusts (REITs). It may continue to hold stocks of mid-size companies that grow into larger companies and may also invest opportunistically in larger companies.

The average market capitalization across the Macquarie Opportunity Instl MF is 39.41B. The market cap for tickers in the group ranges from 6.35B to 96.3B. PH holds the highest valuation in this group at 96.3B. The lowest valued company is KBR at 6.35B.

The average weekly volume growth across all stocks in the Macquarie Opportunity Instl MF was 40%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -29%