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Delaware Dividend Income R (DDDRX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Dividend Income R (DDDRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Delaware Dividend Income R Fund (DDDRX) ManagerFund Manager - Babak J. Zenouzi

Fund Manager Information

Fund Manager Tenure: 13.6 years
Fund Family: Delaware Investments
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of Delaware Dividend Income R Fund (DDDRX) ProfileDelaware Dividend Income R Fund (DDDRX) Profile

Fund Profile and Description

Delaware Dividend Income R Fund seeks to provide high current income and an investment that has the potential for capital appreciation. Delaware Dividend Income R Fund invests primarily in income generating securities, which may include equity securities of large, well-established companies, and debt securities including high-yield, high-risk corporate bonds, investment-grade fixed-income securities and U.S. government securities.

 

Delaware Dividend Income R (DDDRX) Fund Strength What we like about Delaware Dividend Income R (DDDRX) Fund

Data for Delaware Dividend Income R Fund (DDDRX) as of May 30, 2016

  • Delaware Dividend Income R Fund (DDDRX) management has been with Delaware Dividend Income R Fund for 13.6 years
  • Delaware Dividend Income R Fund (DDDRX) has good short-term performance (1-year return -1.22% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Delaware Dividend Income R Fund (DDDRX) has good Long-term performance (5-year return 6.75% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Delaware Dividend Income R Fund (DDDRX) ratio of up-years vs down years is greater than 2
  • Delaware Dividend Income R Fund (DDDRX) has a Morningstar rating of 4 and above
  • Asset base in Delaware Dividend Income R Fund (DDDRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Delaware Dividend Income R Fund (DDDRX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.58, lower than category average of 9.46

Delaware Dividend Income R Fund (DDDRX) Weakness What we are cautious about Delaware Dividend Income R (DDDRX) Fund

Data for Delaware Dividend Income R Fund (DDDRX) as of May 30, 2016

  • Delaware Dividend Income R Fund (DDDRX) has a less-than-ideal mid-term performance (3-year return 5.52% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Delaware Dividend Income R Fund (DDDRX) has an annual stock turnover rate of 67.00% that is higher than the Allocation--70% to 85% Equity average of 57.05%. This could mean Delaware Dividend Income R is more nimble, but also signal potential high tax impact and high trading fees
  • Delaware Dividend Income R Fund (DDDRX) has a higher expense ratio of 1.35% than its Allocation--70% to 85% Equity average of 0.89%
  • Even though Delaware Dividend Income R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Delaware Dividend Income R Fund (DDDRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Dividend Income R Fund (DDDRX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Delaware Dividend Income R4.09-1.225.526.75
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare
Fidelity Advisor Strategic Div & Inc A (FASDX)5.952.947.598.90Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Delaware Dividend Income R Fund (DDDRX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Delaware Dividend Income R Fund (DDDRX) Net Asset TrackingDelaware Dividend Income R (DDDRX) Fund Net Asset

Track net asset change of Delaware Dividend Income R fund (DDDRX)

DateNet Asset
05/2016$701.85M
03/2016$693.79M
02/2016$677.61M
More historic net asset information on Delaware Dividend Income R Fund (DDDRX)

  

Graph of Delaware Dividend Income R Fund (DDDRX) Portfolio TrackingDelaware Dividend Income R (DDDRX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Dividend Income R fund (DDDRX)

DateCashStockBondOther
04/201613.75%55.95%20.13%1.77%
02/201614.23%53.96%22.39%0.65%
01/20169.75%54.94%22.83%3.71%
Click here to see more historic asset allocation information on Delaware Dividend Income R Fund (DDDRX)

 

graph of Delaware Dividend Income R Fund (DDDRX) Top 10 Position TrackingTop 10 Holdings in Delaware Dividend Income R (DDDRX) Fund

Discover what Delaware Dividend Income R Fund (DDDRX) manager is buying

Apr 29, 2016
E-mini S&P 500 June16 [2.22%]
FNMA 3% [2.04%]
Quest Diagnostics Incorporated [1.47%]
ConocoPhillips Common Stock [1.44%]
Johnson & Johnson Common Stock [1.44%]
Halliburton Company Common Stoc [1.42%]
Archer-Daniels-Midland Company [1.41%]
Chevron Corporation Common Stoc [1.4%]
Bank of New York Mellon Corpora [1.4%]
Occidental Petroleum Corporatio [1.4%]

Feb 28, 2016
US Treasury Note 2.25% [2.54%]
FNMA 3% [2.13%]
Edison International Common Sto [1.52%]
CA Inc. [1.45%]
Johnson & Johnson Common Stock [1.4%]
AT&T Inc. [1.39%]
Marsh & McLennan Companies, Inc [1.39%]
Verizon Communications Inc. Com [1.38%]
Microsoft Corporation [1.37%]
Allstate Corporation (The) Comm [1.36%]

Jan 30, 2016
US Treasury Note 2.25% [4.05%]
FNMA 3% [2.1%]
Microsoft Corporation [1.65%]
CA Inc. [1.4%]
Johnson & Johnson Common Stock [1.37%]
Raytheon Company Common Stock [1.36%]
Mondelez International, Inc. [1.35%]
Edison International Common Sto [1.35%]
Xerox Corporation Common Stock [1.35%]
Verizon Communications Inc. Com [1.34%]
Click here for Stock Holding Change Map in Delaware Dividend Income R Fund (DDDRX)

  

Latest News on Delaware Dividend Income R (DDDRX) Fund

See what is happening with Delaware Dividend Income R Fund (DDDRX)

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Delaware Dividend Income R Fund (DDDRX) Related ResourcesSee more information on Delaware Dividend Income R (DDDRX) Fund

Popular pages on Delaware Dividend Income R (DDDRX) Fund

  

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