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Mutual Fund Insights: Delaware American Services A Fund (DASAX)

In-depth Analysis of Delaware American Services A Fund (DASAX)

Mutual fund chart: Delaware American Services A Fund (DASAX)

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See Delaware American Services A Fund (DASAX) performance details as of February 28, 2010

  

    Last Trade: $14.00 on 3/19/2010, Change: -0.10 (-0.71%)
Experiment our closing price forecasting tool for Delaware American Services A Fund (DASAX) (alpha release)

  

Fund ManagerFund Manager - Christopher M. Ericksen

Fund Manager Tenure: 0.1 years   [Similar Funds: DASBX  DASIX  DASRX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Christopher M. Ericksen joined Delaware Investments in April 2005 as a portfolio manager on the firm’s Focus Growth Equity team, which is responsible for large-cap growth, all-cap growth, and one smid-cap growth portfolio. Christopher M. Ericksen was most recently a portfolio manager at Transamerica Investment Management, where Christopher M. Ericksen also managed institutional separate accounts. Before joining Transamerica in 2004, Christopher M. Ericksen was a vice president at Goldman Sachs.  Get more insights on Christopher M. Ericksen

  

What we like about Delaware American Services A Fund (DASAX) What we like about Delaware American Services A Fund (DASAX)

Data for Delaware American Services A Fund (DASAX) as of February 28, 2010

  • Delaware American Services A Fund (DASAX) has good mid-term performance (3-year return -8.68% vs -4.00 % Mid-Cap Growth category average)
  • Delaware American Services A Fund (DASAX) ratio of up-years vs down years is greater than 2
  • Delaware American Services A Fund (DASAX) has an annual stock turnover rate of 85.00% vs Mid-Cap Growth average of 140.76%. It is good that Delaware American Services A management does not trade extensively for its return.
  • Delaware American Services A Fund (DASAX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.44, lower than category average of 23.95

  

What we are cautious about Delaware American Services A Fund (DASAX) What we are cautious about Delaware American Services A Fund (DASAX)

Data for Delaware American Services A Fund (DASAX) as of February 28, 2010

  • Delaware American Services A Fund (DASAX) management has been with Delaware American Services A Fund for only 0.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Delaware American Services A Fund (DASAX) has a less-than-ideal short-term performance (1-year return 54.45% vs 58.17 % Mid-Cap Growth category average)
  • Delaware American Services A Fund (DASAX) has a less-than-ideal Long-term performance (5-year return -0.80% vs 2.06 % Mid-Cap Growth category average)
  • Delaware American Services A Fund (DASAX) has a Morningstar rating of 3 and below
  • Delaware American Services A Fund (DASAX) does not have a good risk adjusted return as its 3-year Alpha of -2.33 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.37
  • Delaware American Services A Fund (DASAX) has a higher management fee of 1.54% than its Mid-Cap Growth average of 1.47%
  • Delaware American Services A Fund (DASAX) carries a 5.75% load
See Delaware American Services A Fund (DASAX) performance details as of February 28, 2010

  

  

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Delaware American Services A Fund (DASAX) Net Asset

Track net asset change of Delaware American Services A fund (DASAX)

DateNet Asset
02/2010$164.93M
01/2010$94.74M
11/2009$98.03M
More historic net asset information on Delaware American Services A Fund (DASAX)

  

Delaware American Services A Fund (DASAX) Portfolio Allocation

Track portfolio allocation change of Delaware American Services A fund (DASAX)

DateCashStockBondOther
09/20090.04%99.96%0%0%
06/20090.82%99.18%0%0%
03/20097.29%92.7%0%0%
Click here to see more historic asset allocation information on Delaware American Services A Fund (DASAX)

  

Most Recent Top 10 Holdings in Delaware American Services A Fund (DASAX)

Discover what Delaware American Services A Fund (DASAX) manager is buying

30-Sep-09
AETNA INC. NEW [3.32%]
Dollar Tree, Inc. [3.12%]
F5 Networks, Inc. [3.08%]
CAREFUSION CORP [3.08%]
Urban Outfitters, Inc. [3.02%]
Biogen Idec Inc [3.01%]
CARDINAL HEALTH INC [2.96%]
Apple Inc. [2.75%]
FLOWERS FOODS INC [2.7%]
STRYKER CP [2.61%]

30-Jun-09
Biogen Idec Inc [4.88%]
FLOWERS FOODS INC [4.43%]
KNIGHT TRANS INC [3.38%]
WELLPOINT INC. [2.89%]
WALGREEN CO [2.84%]
Dollar Tree, Inc. [2.76%]
UNITEDHEALTH GROUP [2.69%]
Apple Inc. [2.64%]
PRAXAIR INC [2.41%]
Yahoo! Inc. [2.29%]

31-Mar-09
Biogen Idec Inc [4.88%]
FLOWERS FOODS INC [4.43%]
KNIGHT TRANS INC [3.38%]
WELLPOINT INC. [2.89%]
WALGREEN CO [2.84%]
Dollar Tree, Inc. [2.76%]
UNITEDHEALTH GROUP [2.69%]
Apple Inc. [2.64%]
PRAXAIR INC [2.41%]
Yahoo! Inc. [2.29%]
Click here for Stock Holding Change Map in Delaware American Services A Fund (DASAX)

  

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