Delaware Reit Fund Quote
| DPRSX Fund | USD 12.18 0.05 0.41% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Delaware Reit is trading at 12.18 as of the 1st of February 2025; that is 0.41 percent down since the beginning of the trading day. The fund's open price was 12.23. Delaware Reit has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in Real Assets Securities . It will invest at least 30 percent of its net assets in foreign securities, including emerging markets issuers. More on Delaware Reit Fund
Moving together with Delaware Mutual Fund
| 0.86 | OASVX | Optimum Small Mid | PairCorr |
| 0.95 | IMAAX | Ivy Apollo Multi | PairCorr |
| 0.8 | OCFIX | Optimum Fixed Income | PairCorr |
| 0.92 | WASAX | Ivy Asset Strategy | PairCorr |
| 0.75 | WSGAX | Ivy Small Cap | PairCorr |
Moving against Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, World Allocation Funds, World Allocation, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of December 2024 |
Delaware Reit Fund [DPRSX] is traded in USA and was established 1st of February 2025. Delaware Reit is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 86.31 M in assets under management (AUM) with no minimum investment requirementsDelaware Reit is currently producing year-to-date (YTD) return of 2.01% with the current yeild of 0.03%, while the total return for the last 3 years was 1.29%.
Check Delaware Reit 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 Reit 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 Reit Fund Mutual Fund Constituents
| PPL | PPL Corporation | Stock | Utilities | |
| O | Realty Income | Stock | Real Estate | |
| GLDM | SPDR Gold MiniShares | Etf | Commodities Focused | |
| EQIX | Equinix | Stock | Real Estate | |
| ACA | Arcosa Inc | Stock | Industrials | |
| CCI | Crown Castle | Stock | Real Estate | |
| STOR | STORE Capital Corp | Stock | Real Estate | |
| SLG | SL Green Realty | Stock | Real Estate |
Delaware Reit Risk Profiles
| Mean Deviation | 0.4103 | |||
| Standard Deviation | 0.5317 | |||
| Variance | 0.2827 | |||
| Risk Adjusted Performance | (0.09) |
Delaware Reit Against Markets
Other Information on Investing in Delaware Mutual Fund
Delaware Reit 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 Reit security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |