Delaware Ivy Accumulative Fund Class A (IATAX) Holdings
- Holdings Count
- 41
- Total Assets
- 643.80M
- Top 10 Percentage
- 57.19%
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
| Name | Market Value | Price & Change | Follow | ||||||
|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | 12.77% | $82.00M | ― | $3.88T | -0.73% | Strong Buy | $634.08 | ||
| NVDANvidia Corporation | 8.09% | $51.93M | ― | $4.93T | 0.86% | Strong Buy | $323.45 | ||
| GOOGLAlphabet Inc. Class A | 5.75% | $36.91M | ― | $3.41T | -0.58% | Strong Buy | $401.29 | ||
| AMZNAmazon.Com, Inc. | 5.68% | $36.49M | ― | $2.59T | 7.85% | Strong Buy | $324.55 | ||
| AAPLApple Inc | 5.67% | $36.39M | ― | $5.03T | 26.98% | Moderate Buy | $337.77 | ||
| VVisa Inc. | 4.90% | $31.45M | ― | $782.42B | 19.87% | Strong Buy | $450.23 | ||
| UNHUnitedhealth Group Inc. | 3.77% | $24.19M | ― | $365.29B | 18.05% | Strong Buy | $482.69 | ||
| MSIMotorola Solutions | 3.60% | $23.11M | ― | $81.35B | 13.79% | Strong Buy | $525.86 | ||
| CSGPCoStar Group | 3.55% | $22.81M | ― | $12.14B | -56.68% | Moderate Buy | $34 | ||
| INTUIntuit Inc. | 3.40% | $21.81M | ― | $91.15B | -48.02% | Moderate Buy | $378.5 |
Sector Breakdown
- Technology31.17%
- General12.79%
- Healthcare11.82%
- Financial11.72%
- Consumer Cyclical11.51%
- Communication Services8.55%
- Industrials6.44%
- Real Estate3.56%
- Consumer Defensive2.43%
Countries Breakdown
- United States95.50%
- Canada2.33%
- Italy1.93%
Breakdown By Smart Score
The weighted average smart score of the IATAX Mutual Fund is 8
- 1033.00%
- 916.33%
- 87.72%
- 731.10%
- 66.96%
- 52.64%
- 41.82%
- 30.00%
- 20.00%
- 10.43%
IATAX Mutual Funds FAQ
What are Mutual Funds IATAX’s top 3 holdings?
IATAX’s top 3 holdings are MSFT, NVDA, GOOGL.
What is Mutual Funds IATAX’s holdings count?
Mutual Funds IATAX’s is holdings 41 different assets.
What are the total assets of Mutual Funds IATAX?
Mutual Funds IATAX’s total assets are 643.80M.