Delaware Wealth Builder Fund Quote
| DDIIX Fund | USD 15.83 0.10 0.64% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Delaware Wealth is trading at 15.83 as of the 26th of November 2024; that is 0.64 percent up since the beginning of the trading day. The fund's open price was 15.73. Delaware Wealth has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Delaware Wealth Builder are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, at least 50 percent of the funds total assets will be invested in income-generating equity securities, including real estate investment trusts , convertible securities, and exchange-traded funds . It invests primarily in income-generating securities , which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. More on Delaware Wealth Builder
Moving together with Delaware Mutual Fund
| 0.83 | OASGX | Optimum Small Mid | PairCorr |
| 0.83 | OASVX | Optimum Small Mid | PairCorr |
| 0.94 | WASAX | Ivy Asset Strategy | PairCorr |
| 0.7 | WSGAX | Ivy Small Cap | PairCorr |
Moving against Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 30th of September 2024 |
Delaware Wealth Builder [DDIIX] is traded in USA and was established 26th of November 2024. Delaware Wealth is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 634.61 M in assets under management (AUM) with no minimum investment requirementsDelaware Wealth Builder is currently producing year-to-date (YTD) return of 13.36% with the current yeild of 0.02%, while the total return for the last 3 years was 6.1%.
Check Delaware Wealth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Delaware Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Delaware Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Delaware Wealth Builder Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Delaware Wealth Builder Mutual Fund Constituents
| HAL | Halliburton | Stock | Energy | |
| CVS | CVS Health Corp | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| EIX | Edison International | Stock | Utilities | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| LMT | Lockheed Martin | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology |
Delaware Wealth Builder Risk Profiles
| Mean Deviation | 0.3451 | |||
| Semi Deviation | 0.3538 | |||
| Standard Deviation | 0.4487 | |||
| Variance | 0.2013 |
Delaware Wealth Against Markets
Other Information on Investing in Delaware Mutual Fund
Delaware Wealth financial ratios help investors to determine whether Delaware Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Delaware with respect to the benefits of owning Delaware Wealth security.
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