Macquarie Value Inst (DDVIX) Research
As a core strategy, the fund typically allocates a minimum of 80% of its net assets—including any capital obtained through borrowing for investment purposes—into equities of large-capitalization companies; this commitment is formally known as its "80% policy." The portfolio's principal focus is on these large-cap firms, specifically those the investment manager identifies as offering strong potential for sustained long-term capital growth. For the purpose of this strategy, the fund's advisor currently categorizes large-capitalization stocks as those possessing a market value of $5 billion or more at the point of acquisition.
Market snapshot
- Symbol
- DDVIX
- Price
- $12.58
- Day change
- +0.56%
- Market cap
- $7.3B
- 52-week range
- 11.78-15.04
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Advisory Sustainable Growth Fd Adv Shs (BAWAX)
- Brown Advisory Sustainable Growth Fd Inv Shs (BIAWX)
- BlackRock Mid-Cap Growth Equity Portfolio (BMGAX)
- BlackRock Mid-Cap Growth Equity Portfolio Investor C Shares (BMGCX)
- BlackRock Mid-Cap Growth Equity K (BMGKX)
- BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)
- Hartford Schroders International Stk F (HSWFX)
- MFS Emerging Markets Equity R6 (MEMJX)
Open Macquarie Value Inst (DDVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.