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Delaware Emerging Markets A (DEMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Emerging Markets A (DEMAX) Fund

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

 

Graph of Delaware Emerging Markets A Fund (DEMAX) ManagerFund Manager - Liu-Er Chen

Fund Manager Information

Fund Manager Tenure: 13.1 years
Similar Funds: DEMCX  DEMIX  DEMRX 
Fund Family: Delaware Investments
Fund Category: Diversified Emerging Mkts
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of Delaware Emerging Markets A Fund (DEMAX) ProfileDelaware Emerging Markets A Fund (DEMAX) Profile

Fund Profile and Description

Delaware Emerging Markets A Fund seeks long-term capital appreciation. Delaware Emerging Markets A Fund normally invests primarily in equity securities of issuers from emerging foreign countries and at least 65% of assets in equity securities of issuers from countries whose economies are considered to be emerging or developing. It may invest up to 35% of assets in fixed-income securities issued by companies in emerging countries or by foreign governments, their agents, instrumentalities or political sub-divisions. Delaware Emerging Markets A Fund may invest more than 25% of assets in the securities of issuers located in the same country.

 

Delaware Emerging Markets A (DEMAX) Fund Strength What we like about Delaware Emerging Markets A (DEMAX) Fund

Data for Delaware Emerging Markets A Fund (DEMAX) as of May 30, 2016

  • Delaware Emerging Markets A Fund (DEMAX) management has been with Delaware Emerging Markets A Fund for 13.1 years
  • Delaware Emerging Markets A Fund (DEMAX) has good short-term performance (1-year return -12.03% vs -15.05% Diversified Emerging Mkts category median performance)
  • Delaware Emerging Markets A Fund (DEMAX) has good mid-term performance (3-year return -3.23% vs -4.69% Diversified Emerging Mkts category median performance)
  • Delaware Emerging Markets A Fund (DEMAX) has good Long-term performance (5-year return -3.42% vs -4.42% Diversified Emerging Mkts category median performance)
  • Delaware Emerging Markets A Fund (DEMAX) ratio of up-years vs down years is greater than 2
  • Asset base in Delaware Emerging Markets A Fund (DEMAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Delaware Emerging Markets A Fund (DEMAX) has an annual stock turnover rate of 12.00% vs Diversified Emerging Mkts average of 62.02%. It is good that Delaware Emerging Markets A management does not trade extensively for its return.

Delaware Emerging Markets A Fund (DEMAX) Weakness What we are cautious about Delaware Emerging Markets A (DEMAX) Fund

Data for Delaware Emerging Markets A Fund (DEMAX) as of May 30, 2016

  • Delaware Emerging Markets A Fund (DEMAX) has a Morningstar rating of 3 and below
  • Delaware Emerging Markets A Fund (DEMAX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.86 that is higher than category average of 15.48
  • Delaware Emerging Markets A Fund (DEMAX) has a higher expense ratio of 1.75% than its Diversified Emerging Mkts average of 1.51%
  • Delaware Emerging Markets A Fund (DEMAX) carries a 5.75% load
See Delaware Emerging Markets A Fund (DEMAX) performance details as of May 30, 2016

 

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Compare Delaware Emerging Markets A Fund (DEMAX)Compare with other top Diversified Emerging Mkts category mutual funds

Aadditional top Diversified Emerging Mkts mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Delaware Emerging Markets A4.20-12.03-3.23-3.42
American Funds New World R6 (RNWGX)1.36-8.40-0.230.45Compare
Huntington Global Select Markets Instl (HGSIX)-1.92-9.990.89-1.30Compare
American Funds New World 529A (CNWAX)1.17-8.83-0.68-0.01Compare

See top fund managers for Diversified Emerging Mkts Category Funds

 

Compare Delaware Emerging Markets A Fund (DEMAX)Compare with Diversified Emerging Mkts category ETFs

Some Diversified Emerging Mkts ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim MSCI Em Mkts Eql Cntry Wt ETF (EWEM)000
SPDR S&P Emerging Markets Small Cap ETF (EWX)000
SPDR S&P Emerging Markets Dividend ETF (EDIV)000
Schwab Emerging Markets Equity ETF (SCHE)000
iShares MSCI Emerging Markets Mini Vol (EEMV)000

 

Graph of Delaware Emerging Markets A Fund (DEMAX) Net Asset TrackingDelaware Emerging Markets A (DEMAX) Fund Net Asset

Track net asset change of Delaware Emerging Markets A fund (DEMAX)

DateNet Asset
05/2016$1.45B
03/2016$1.44B
02/2016$1.26B
More historic net asset information on Delaware Emerging Markets A Fund (DEMAX)

  

Graph of Delaware Emerging Markets A Fund (DEMAX) Portfolio TrackingDelaware Emerging Markets A (DEMAX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Emerging Markets A fund (DEMAX)

DateCashStockBondOther
04/20160.62%99.27%0%0.11%
02/20160%100%0%0%
01/20160%100%0%0%
Click here to see more historic asset allocation information on Delaware Emerging Markets A Fund (DEMAX)

 

graph of Delaware Emerging Markets A Fund (DEMAX) Top 10 Position TrackingTop 10 Holdings in Delaware Emerging Markets A (DEMAX) Fund

Discover what Delaware Emerging Markets A Fund (DEMAX) manager is buying

Apr 29, 2016
Sina Corporation [5.26%]
Sohu.com Inc. [4.59%]
Baidu, Inc. [4.37%]
Samsung Electronics Co Ltd [3.46%]
SK Telecom Co Ltd ADR [3.1%]
Reliance Industries Ltd [2.93%]
Reliance Industries Ltd ADR [2.83%]
Itau Unibanco Holding SA ADR [2.83%]
OJSC OC ROSNEFT [2.78%]
Yandex N.V. [2.71%]

Feb 28, 2016
Sina Corporation [5.41%]
Sohu.com Inc. [5.35%]
Baidu, Inc. [4.71%]
SK Telecom Co Ltd ADR [3.89%]
Samsung Electronics Co Ltd [3.64%]
Reliance Industries Ltd [3.36%]
Reliance Industries Ltd ADR [3.26%]
Youku Tudou Inc. American Depos [3.26%]
TENCENT HOLDINGS LTD [2.91%]

Jan 30, 2016
Sohu.com Inc. [6.1%]
Sina Corporation [5.73%]
Baidu, Inc. [4.36%]
Samsung Electronics Co Ltd [3.63%]
SK Telecom Co Ltd ADR [3.62%]
Reliance Industries Ltd [3.6%]
Reliance Industries Ltd ADR [3.44%]
Youku Tudou Inc. American Depos [3.19%]
TENCENT HOLDINGS LTD [2.94%]
Click here for Stock Holding Change Map in Delaware Emerging Markets A Fund (DEMAX)

  

Latest News on Delaware Emerging Markets A (DEMAX) Fund

See what is happening with Delaware Emerging Markets A Fund (DEMAX)

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