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Delaware Dividend Income Instl (DDIIX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Dividend Income Instl (DDIIX) Fund

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

 

Graph of Delaware Dividend Income Instl Fund (DDIIX) ManagerFund Manager - Babak J. Zenouzi

Fund Manager Information

Fund Manager Tenure: 13.5 years
Similar Funds: DDIAX  DDICX 
Fund Family: Delaware Investments
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Delaware Dividend Income Instl Fund (DDIIX) ProfileDelaware Dividend Income Instl Fund (DDIIX) Profile

Fund Profile and Description

Delaware Dividend Income Instl Fund seeks to provide high current income and an investment that has the potential for capital appreciation. Delaware Dividend Income Instl 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 Instl (DDIIX) Fund Strength What we like about Delaware Dividend Income Instl (DDIIX) Fund

Data for Delaware Dividend Income Instl Fund (DDIIX) as of May 30, 2016

  • Delaware Dividend Income Instl Fund (DDIIX) management has been with Delaware Dividend Income Instl Fund for 13.5 years
  • Delaware Dividend Income Instl Fund (DDIIX) has good short-term performance (1-year return -0.72% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Delaware Dividend Income Instl Fund (DDIIX) has good mid-term performance (3-year return 6.05% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Delaware Dividend Income Instl Fund (DDIIX) has good Long-term performance (5-year return 7.28% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Delaware Dividend Income Instl Fund (DDIIX) ratio of up-years vs down years is greater than 2
  • Delaware Dividend Income Instl Fund (DDIIX) has a Morningstar rating of 4 and above
  • Asset base in Delaware Dividend Income Instl Fund (DDIIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Delaware Dividend Income Instl Fund (DDIIX) 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 Instl Fund (DDIIX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.85% vs 0.89%
  • Delaware Dividend Income Instl Fund (DDIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Delaware Dividend Income Instl Fund (DDIIX) Weakness What we are cautious about Delaware Dividend Income Instl (DDIIX) Fund

Data for Delaware Dividend Income Instl Fund (DDIIX) as of May 30, 2016

  • Delaware Dividend Income Instl Fund (DDIIX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
See Delaware Dividend Income Instl Fund (DDIIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Dividend Income Instl Fund (DDIIX)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 Instl4.31-0.726.057.28
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 Instl Fund (DDIIX)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 Instl Fund (DDIIX) Net Asset TrackingDelaware Dividend Income Instl (DDIIX) Fund Net Asset

Track net asset change of Delaware Dividend Income Instl fund (DDIIX)

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

  

Graph of Delaware Dividend Income Instl Fund (DDIIX) Portfolio TrackingDelaware Dividend Income Instl (DDIIX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Dividend Income Instl fund (DDIIX)

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 Instl Fund (DDIIX)

 

graph of Delaware Dividend Income Instl Fund (DDIIX) Top 10 Position TrackingTop 10 Holdings in Delaware Dividend Income Instl (DDIIX) Fund

Discover what Delaware Dividend Income Instl Fund (DDIIX) 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 Instl Fund (DDIIX)

  

Latest News on Delaware Dividend Income Instl (DDIIX) Fund

See what is happening with Delaware Dividend Income Instl Fund (DDIIX)

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Delaware Dividend Income Instl Fund (DDIIX) Related ResourcesSee more information on Delaware Dividend Income Instl (DDIIX) Fund

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