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

Mutual Fund Insights: Delaware Trend A Fund (DELTX)

In-depth Analysis of Delaware Trend A Fund (DELTX)

Mutual fund chart: Delaware Trend A Fund (DELTX)

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See Delaware Trend A Fund (DELTX) performance details as of February 28, 2010

  

    Last Trade: $14.74 on 3/19/2010, Change: -0.12 (-0.81%)
Experiment our closing price forecasting tool for Delaware Trend A Fund (DELTX) (alpha release)

  

Fund ManagerFund Manager - Lori P. Wachs

Fund Manager Tenure: 0.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Lori P. Wachs, CFA Vice President, Portfolio Manager Lori P. Wachs is a portfolio manager and analyst for the consumer sector in the firm?s Emerging Growth Equity group. She joined Delaware Investments in 1992 after serving in the equity-risk arbitrage department of Goldman Sachs from 1990 to 1992. She holds a bachelor?s degree in economics from The Wharton School of the University of Pennsylvania, where she graduated Phi Beta Kappa.  Get more insights on Lori P. Wachs

  

What we like about Delaware Trend A Fund (DELTX) What we like about Delaware Trend A Fund (DELTX)

Data for Delaware Trend A Fund (DELTX) as of February 28, 2010

  • Delaware Trend A Fund (DELTX) has good short-term performance (1-year return 80.72% vs 60.01 % Small Growth category average)
  • Delaware Trend A Fund (DELTX) has good Long-term performance (5-year return 1.63% vs 0.80 % Small Growth category average)
  • Delaware Trend A Fund (DELTX) ratio of up-years vs down years is greater than 2
  • Delaware Trend A Fund (DELTX) has an annual stock turnover rate of 110.00% vs Small Growth average of 136.50%. It is good that Delaware Trend A management does not trade extensively for its return.
  • Delaware Trend A Fund (DELTX) has a lower management fee than its Small Growth average: 1.48% vs 1.60%

  

What we are cautious about Delaware Trend A Fund (DELTX) What we are cautious about Delaware Trend A Fund (DELTX)

Data for Delaware Trend A Fund (DELTX) as of February 28, 2010

  • Delaware Trend A Fund (DELTX) management has been with Delaware Trend A Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Delaware Trend A Fund (DELTX) has a less-than-ideal mid-term performance (3-year return -3.53% vs -5.64 % Small Growth category average)
  • Delaware Trend A Fund (DELTX) has a Morningstar rating of 3 and below
  • Delaware Trend A Fund (DELTX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.98 that is higher than category average of 24.99
  • Delaware Trend A Fund (DELTX) carries a 5.75% load
See Delaware Trend A Fund (DELTX) performance details as of February 28, 2010

  

  

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Delaware Trend A Fund (DELTX) Net Asset

Track net asset change of Delaware Trend A fund (DELTX)

DateNet Asset
02/2010$377.96M
01/2010$294.15M
11/2009$281.84M
More historic net asset information on Delaware Trend A Fund (DELTX)

  

Delaware Trend A Fund (DELTX) Portfolio Allocation

Track portfolio allocation change of Delaware Trend A fund (DELTX)

DateCashStockBondOther
09/20092.42%97.54%0.04%0%
06/20090.48%99.52%0%0%
03/20093.78%96.22%0%0%
Click here to see more historic asset allocation information on Delaware Trend A Fund (DELTX)

  

Most Recent Top 10 Holdings in Delaware Trend A Fund (DELTX)

Discover what Delaware Trend A Fund (DELTX) manager is buying

30-Sep-09
Abraxis Bioscience Inc. [2.96%]
CHARLES RIVER LAB [2.62%]
COMMSCOPE INC [2.54%]
Ulta Salon, Cosmetics & Fragran [2.43%]
Savient Pharmaceuticals Inc [2.38%]
Brocade Communications Systems, [2.15%]
Perrigo Company [2.11%]
TriQuint Semiconductor, Inc. [2.08%]
F5 Networks, Inc. [1.95%]
Nuance Communications, Inc. [1.95%]

30-Jun-09
[3.54%]
Sepracor Inc. [3.25%]
CHARLES RIVER LAB [2.87%]
F5 Networks, Inc. [2.82%]
COMMSCOPE INC [2.35%]
SYBASE INC [2.26%]
Perrigo Company [2.2%]
Abraxis Bioscience Inc. [2.17%]
Nuance Communications, Inc. [1.91%]
Microsemi Corporation [1.84%]

31-Mar-09
Medarex, Inc. [3.93%]
Sepracor Inc. [3.31%]
Abraxis Bioscience Inc. [3.22%]
CHARLES RIVER LAB [2.9%]
SYBASE INC [2.9%]
F5 Networks, Inc. [2.32%]
Perrigo Company [1.88%]
Middleby Corporation (The) [1.84%]
Nuance Communications, Inc. [1.82%]
GEO GROUP INC (THE) [1.79%]
Click here for Stock Holding Change Map in Delaware Trend A Fund (DELTX)

  

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