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Fund Intelligence | Best Managers | DASBX Insights | DASBX Score | DASBX Performance | DASBX Manager | DASBX News | DASBX Allocation | DASBX Holdings Change

Mutual Fund Insights: Delaware American Services B Fund (DASBX)

In-depth Analysis of Delaware American Services B Fund (DASBX)

Mutual fund chart: Delaware American Services B Fund (DASBX)

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See Delaware American Services B Fund (DASBX) performance details as of February 28, 2010

  

    Last Trade: $13.01 on 3/19/2010, Change: -0.09 (-0.69%)
Experiment our closing price forecasting tool for Delaware American Services B Fund (DASBX) (alpha release)

  

Fund ManagerFund Manager - Christopher M. Ericksen

Fund Manager Tenure: 0.1 years   [Similar Funds: DASAX  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 B Fund (DASBX) What we like about Delaware American Services B Fund (DASBX)

Data for Delaware American Services B Fund (DASBX) as of February 28, 2010

  • Delaware American Services B Fund (DASBX) has good mid-term performance (3-year return -9.36% vs -4.00 % Mid-Cap Growth category average)
  • Delaware American Services B Fund (DASBX) ratio of up-years vs down years is greater than 2
  • Delaware American Services B Fund (DASBX) has an annual stock turnover rate of 85.00% vs Mid-Cap Growth average of 140.76%. It is good that Delaware American Services B management does not trade extensively for its return.
  • Delaware American Services B Fund (DASBX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.41, lower than category average of 23.95

  

What we are cautious about Delaware American Services B Fund (DASBX) What we are cautious about Delaware American Services B Fund (DASBX)

Data for Delaware American Services B Fund (DASBX) as of February 28, 2010

  • Delaware American Services B Fund (DASBX) management has been with Delaware American Services B Fund for only 0.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Delaware American Services B Fund (DASBX) has a less-than-ideal short-term performance (1-year return 53.33% vs 58.17 % Mid-Cap Growth category average)
  • Delaware American Services B Fund (DASBX) has a less-than-ideal Long-term performance (5-year return -1.53% vs 2.06 % Mid-Cap Growth category average)
  • Delaware American Services B Fund (DASBX) has a Morningstar rating of 3 and below
  • Delaware American Services B Fund (DASBX) does not have a good risk adjusted return as its 3-year Alpha of -3.08 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.4
  • Delaware American Services B Fund (DASBX) has a higher management fee of 2.29% than its Mid-Cap Growth average of 1.47%
  • Delaware American Services B Fund (DASBX) carries a 4% load
See Delaware American Services B Fund (DASBX) performance details as of February 28, 2010

  

  

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Delaware American Services B Fund (DASBX) Net Asset

Track net asset change of Delaware American Services B fund (DASBX)

DateNet Asset
02/2010$164.93M
01/2010$20.45M
11/2009$21.12M
More historic net asset information on Delaware American Services B Fund (DASBX)

  

Delaware American Services B Fund (DASBX) Portfolio Allocation

Track portfolio allocation change of Delaware American Services B fund (DASBX)

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 B Fund (DASBX)

  

Most Recent Top 10 Holdings in Delaware American Services B Fund (DASBX)

Discover what Delaware American Services B Fund (DASBX) 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
CARDINAL HEALTH INC [4.41%]
STRYKER CP [3.97%]
AETNA INC. NEW [3.24%]
KNIGHT TRANS INC [3%]
Dollar Tree, Inc. [2.93%]
F5 Networks, Inc. [2.92%]
FLOWERS FOODS INC [2.74%]
Urban Outfitters, Inc. [2.68%]
WELLPOINT INC. [2.58%]
J.B. Hunt Transport Services, I [2.43%]

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 B Fund (DASBX)

  

Related books and products to Delaware American Services B Fund (DASBX)

  

Latest News on Delaware American Services B (DASBX)

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