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WLGYX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$40.78
Change
+$0.02 (+0.05%)
Net Assets
8.17B

WLGYX Macquarie Large Cap Growth Fund Y Forecast, Technical & Fundamental Analysis

The investment seeks to provide growth of capital... Show more

Category: #Large Growth
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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), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.

Market Cap

The average market capitalization across the Macquarie Large Cap Growth Fund Y MF is 1.77T. The market cap for tickers in the group ranges from 25.21B to 4.4T. NVDA holds the highest valuation in this group at 4.4T. The lowest valued company is VRSN at 25.21B.

Volume

The average weekly volume growth across all stocks in the Macquarie Large Cap Growth Fund Y MF was 13%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 53
Price Growth Rating: 32
SMR Rating: 29
Profit Risk Rating: 37
Seasonality Score: -28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com
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WLGYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WLGYX has been loosely correlated with RGAEX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if WLGYX jumps, then RGAEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WLGYX
1D Price
Change %
WLGYX100%
+0.05%
RGAEX - WLGYX
65%
Loosely correlated
-0.07%
CGFAX - WLGYX
65%
Loosely correlated
-0.06%
AGTHX - WLGYX
64%
Loosely correlated
-0.07%
RGAGX - WLGYX
64%
Loosely correlated
-0.07%
RGAAX - WLGYX
64%
Loosely correlated
-0.07%
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