Mutual Fund Insights: Delaware Trend R Fund (DETRX)

In-depth Analysis of Delaware Trend R Fund (DETRX)

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See Delaware Trend R Fund (DETRX) performance details as of February 28, 2010

  

Last Trade: $14.42 on 3/19/2010, Change: -0.12 (-0.83%)

Experiment our closing price forecasting tool for Delaware Trend R Fund (DETRX) (alpha release)

  

Fund Manager - Christopher J. Bonavico

Fund Manager Tenure: 0.2 years   [Similar Funds: DETCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Bonavico, who joined Delaware Investments in April 2005, is a senior portfolio manager on the firm’s Focus Growth Equity team. This team is responsible for large-cap growth, all-cap growth, and one smid-cap growth portfolio. Christopher J. Bonavico was most recently a principal and portfolio manager at Transamerica Investment Management, where Christopher J. Bonavico managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 1993, Christopher J. Bonavico was a research analyst for Salomon Brothers.  Get more insights on Christopher J. Bonavico

  

 What we like about Delaware Trend R Fund (DETRX)

Data for Delaware Trend R Fund (DETRX) as of February 28, 2010

• Delaware Trend R Fund (DETRX) has good short-term performance (1-year return 80.34% vs 60.01 % Small Growth category average)
• Delaware Trend R Fund (DETRX) has good Long-term performance (5-year return 1.40% vs 0.80 % Small Growth category average)
• Delaware Trend R Fund (DETRX) ratio of up-years vs down years is greater than 2
• Delaware Trend R Fund (DETRX) has an annual stock turnover rate of 110.00% vs Small Growth average of 136.50%. It is good that Delaware Trend R management does not trade extensively for its return.

  

 What we are cautious about Delaware Trend R Fund (DETRX)

Data for Delaware Trend R Fund (DETRX) as of February 28, 2010

• Delaware Trend R Fund (DETRX) management has been with Delaware Trend R Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
• Delaware Trend R Fund (DETRX) has a less-than-ideal mid-term performance (3-year return -3.73% vs -5.64 % Small Growth category average)
• Delaware Trend R Fund (DETRX) has a Morningstar rating of 3 and below
• Delaware Trend R Fund (DETRX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.99 that is higher than category average of 24.99
• Delaware Trend R Fund (DETRX) has a higher management fee of 1.69% than its Small Growth average of 1.60%
• Even though Delaware Trend R Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses

See Delaware Trend R Fund (DETRX) performance details as of February 28, 2010

  

  

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Delaware Trend R Fund (DETRX) Net Asset

Track net asset change of Delaware Trend R fund (DETRX)

Date	Net Asset
02/2010	$377.96M
01/2010	$2.23M
11/2009	$2.33M

More historic net asset information on Delaware Trend R Fund (DETRX)

  

Delaware Trend R Fund (DETRX) Portfolio Allocation

Track portfolio allocation change of Delaware Trend R fund (DETRX)

Date	Cash	Stock	Bond	Other
09/2009	2.42%	97.54%	0.04%	0%
06/2009	0.48%	99.52%	0%	0%
03/2009	3.78%	96.22%	0%	0%

Click here to see more historic asset allocation information on Delaware Trend R Fund (DETRX)

  

Most Recent Top 10 Holdings in Delaware Trend R Fund (DETRX)

Discover what Delaware Trend R Fund (DETRX) 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 R Fund (DETRX)

  

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See more information on Delaware Trend R Fund (DETRX)

• Delaware Trend R Fund Insights
• Delaware Trend R Fund Performance Data
• Delaware Trend R Fund News
• Delaware Trend R Fund Score Explaination
• Delaware Trend R Fund Manager Information
• Historic Delaware Trend R Fund Asset Allocation Report
• Historic Delaware Trend R Fund Top 10 Holding Tracking
• Historic Delaware Trend R Fund Asset Under Management Tracking