Delaware Wilshire Private Fund Holdings Turnover
XDWIXDelisted Fund | USD 11.91 0.00 0.00% |
Delaware Wilshire Private fundamentals help investors to digest information that contributes to Delaware Wilshire's financial success or failures. It also enables traders to predict the movement of Delaware Mutual Fund. The fundamental analysis module provides a way to measure Delaware Wilshire's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Delaware Wilshire mutual fund.
Delaware |
Delaware Wilshire Private Mutual Fund Holdings Turnover Analysis
Delaware Wilshire's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
According to the company disclosure, Delaware Wilshire Private has a Holdings Turnover of 0.0%. This is 100.0% lower than that of the Category family and 100.0% lower than that of the Family category. The holdings turnover for all United States funds is 100.0% higher than that of the company.
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About Delaware Wilshire Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Delaware Wilshire Private's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Delaware Wilshire using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Delaware Wilshire Private based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Consideration for investing in Delaware Mutual Fund
If you are still planning to invest in Delaware Wilshire Private check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Delaware Wilshire's history and understand the potential risks before investing.
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