ISPVX Macquarie Smid Cap Core Fund R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide capital appreciation. The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80% of the fund's net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap® Index at the time of purchase.

The average market capitalization across the Macquarie Smid Cap Core Fund R6 MF is 13.45B. The market cap for tickers in the group ranges from 2.47B to 20.9B. PTC holds the highest valuation in this group at 20.9B. The lowest valued company is LBRT at 2.47B.

The average weekly volume growth across all stocks in the Macquarie Smid Cap Core Fund R6 MF was 4%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -15%