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IATAX Mutual Fund Price & Analysis

The Delaware Ivy Accumulative Fund Class A (IATAX) is a mutual fund that aims to provide long-term capital appreciation by investing in a diversified portfolio of stocks, bonds, and other securities. The fund is managed by Delaware Investments and follows a growth-oriented investment strategy. It primarily focuses on large-cap companies with strong fundamentals and potential for growth. The fund may also invest in international securities to further diversify its holdings. With a low expense ratio and a history of consistent returns, the Delaware Ivy Accumulative Fund Class A is a suitable option for investors seeking long-term growth potential.

IATAX Mutual Fund Chart & Stats

$6.10
$0.00(0.00%)
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IATAX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
12.77%
Nvidia Corporation
8.09%
Alphabet Inc. Class A
5.75%
Amazon.Com, Inc.
5.68%
Apple Inc
5.67%
Visa Inc.
4.90%
Unitedhealth Group Inc.
3.77%
Motorola Solutions
3.60%
CoStar Group
3.55%
Intuit Inc.
3.40%
Total57.19%

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