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Delaware Emerging Markets Instl (DEMIX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Emerging Markets Instl (DEMIX) Fund

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

 

Graph of Delaware Emerging Markets Instl Fund (DEMIX) ManagerFund Manager - Liu-Er Chen

Fund Manager Information

Fund Manager Tenure: 13.2 years
Similar Funds: DEMAX  DEMCX  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 Instl Fund (DEMIX) ProfileDelaware Emerging Markets Instl Fund (DEMIX) Profile

Fund Profile and Description

Delaware Emerging Markets Instl Fund seeks long-term capital appreciation. Delaware Emerging Markets Instl 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 Instl Fund may invest more than 25% of assets in the securities of issuers located in the same country.

 

Delaware Emerging Markets Instl (DEMIX) Fund Strength What we like about Delaware Emerging Markets Instl (DEMIX) Fund

Data for Delaware Emerging Markets Instl Fund (DEMIX) as of May 30, 2016

  • Delaware Emerging Markets Instl Fund (DEMIX) management has been with Delaware Emerging Markets Instl Fund for 13.2 years
  • Delaware Emerging Markets Instl Fund (DEMIX) has good short-term performance (1-year return -11.84% vs -15.05% Diversified Emerging Mkts category median performance)
  • Delaware Emerging Markets Instl Fund (DEMIX) has good mid-term performance (3-year return -3.00% vs -4.69% Diversified Emerging Mkts category median performance)
  • Delaware Emerging Markets Instl Fund (DEMIX) has good Long-term performance (5-year return -3.19% vs -4.42% Diversified Emerging Mkts category median performance)
  • Delaware Emerging Markets Instl Fund (DEMIX) ratio of up-years vs down years is greater than 2
  • Delaware Emerging Markets Instl Fund (DEMIX) has a Morningstar rating of 4 and above
  • Asset base in Delaware Emerging Markets Instl Fund (DEMIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Delaware Emerging Markets Instl Fund (DEMIX) has an annual stock turnover rate of 12.00% vs Diversified Emerging Mkts average of 62.02%. It is good that Delaware Emerging Markets Instl management does not trade extensively for its return.
  • Delaware Emerging Markets Instl Fund (DEMIX) has a lower expense ratio than its Diversified Emerging Mkts average: 1.50% vs 1.51%
  • Delaware Emerging Markets Instl Fund (DEMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Delaware Emerging Markets Instl Fund (DEMIX) Weakness What we are cautious about Delaware Emerging Markets Instl (DEMIX) Fund

Data for Delaware Emerging Markets Instl Fund (DEMIX) as of May 30, 2016

  • Delaware Emerging Markets Instl Fund (DEMIX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.84 that is higher than category average of 15.48
See Delaware Emerging Markets Instl Fund (DEMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Emerging Markets Instl Fund (DEMIX)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 Instl4.25-11.84-3.00-3.19
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 Instl Fund (DEMIX)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 Instl Fund (DEMIX) Net Asset TrackingDelaware Emerging Markets Instl (DEMIX) Fund Net Asset

Track net asset change of Delaware Emerging Markets Instl fund (DEMIX)

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

  

Graph of Delaware Emerging Markets Instl Fund (DEMIX) Portfolio TrackingDelaware Emerging Markets Instl (DEMIX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Emerging Markets Instl fund (DEMIX)

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 Instl Fund (DEMIX)

 

graph of Delaware Emerging Markets Instl Fund (DEMIX) Top 10 Position TrackingTop 10 Holdings in Delaware Emerging Markets Instl (DEMIX) Fund

Discover what Delaware Emerging Markets Instl Fund (DEMIX) 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 Instl Fund (DEMIX)

  

Latest News on Delaware Emerging Markets Instl (DEMIX) Fund

See what is happening with Delaware Emerging Markets Instl Fund (DEMIX)

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Delaware Emerging Markets Instl Fund (DEMIX) Related ResourcesSee more information on Delaware Emerging Markets Instl (DEMIX) Fund

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