Delaware Healthcare Fund Quote
| DLHCX Fund | USD 21.72 0.12 0.55% |
PerformanceOK
| Odds Of DistressLow
|
Delaware Healthcare is trading at 21.72 as of the 19th of March 2025; that is 0.55 percent decrease since the beginning of the trading day. The fund's open price was 21.84. Delaware Healthcare has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 17th of February 2025 and ending today, the 19th of March 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its assets, plus the amount of any borrowings for investment purposes, in the equity securities of healthcare companies, meaning companies that develop, produce, or distribute products or services related to the healthcare or medical industries and derive a substantial portion, that is, more than 50, of their sales from products and services in the healthcare industry . More on Delaware Healthcare Fund
Moving together with Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Blend Funds, Health Funds, Health, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Delaware Healthcare Fund [DLHCX] is traded in USA and was established 19th of March 2025. Delaware Healthcare is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Health category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 783.96 M in assets under management (AUM) with no minimum investment requirementsDelaware Healthcare is currently producing year-to-date (YTD) return of 3.0%, while the total return for the last 3 years was 6.72%.
Check Delaware Healthcare 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 Healthcare Fund 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 Healthcare Fund Mutual Fund Constituents
| CHGCF | Chugai Pharmaceutical Co | Pink Sheet | Drug Manufacturers—General | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| BSX | Boston Scientific Corp | Stock | Health Care | |
| ARRY | Array Technologies | Stock | Industrials | |
| AMGN | Amgen Inc | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ROG | Rogers | Stock | Information Technology |
Delaware Healthcare Risk Profiles
| Mean Deviation | 0.6515 | |||
| Semi Deviation | 0.7997 | |||
| Standard Deviation | 0.8483 | |||
| Variance | 0.7196 |
Delaware Healthcare Against Markets
Other Information on Investing in Delaware Mutual Fund
Delaware Healthcare 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 Healthcare security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |