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Mutual Fund Insights: Delaware Aggressive Allocation R Fund (DFGRX)

In-depth Analysis of Delaware Aggressive Allocation R Fund (DFGRX)

Mutual fund chart: Delaware Aggressive Allocation R Fund (DFGRX)

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See Delaware Aggressive Allocation R Fund (DFGRX) performance details as of January 31, 2010

  

    Last Trade: $9.08 on 3/15/2010, Change: -0.02 (-0.22%)
Experiment our closing price forecasting tool for Delaware Aggressive Allocation R Fund (DFGRX) (alpha release)

  

Fund Manager - Francis X. Morris

Fund Manager Tenure: 5.9 years   [Similar Funds: DFGAX  DFGCX  DFGDX  DFGIX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Morris joined Delaware Investments in 1997, and is currently the chief investment officer for the firm?s Core Equity investments. Francis Morris is a past president of the CFA Society of Philadelphia and is a member of the CFA Institute. In addition, he is a former officer of the National Association of Petroleum Investment Analysts.  Get more insights on Francis X. Morris

  

What we like about Delaware Aggressive Allocation R Fund (DFGRX) What we like about Delaware Aggressive Allocation R Fund (DFGRX)

Data for Delaware Aggressive Allocation R Fund (DFGRX) as of January 31, 2010

  • Delaware Aggressive Allocation R Fund (DFGRX) management has been with Delaware Aggressive Allocation R Fund for 5.9 years
  • Delaware Aggressive Allocation R Fund (DFGRX) has good short-term performance (1-year return 34.49% vs 34.15% Large Blend category average)
  • Delaware Aggressive Allocation R Fund (DFGRX) has good mid-term performance (3-year return -3.59% vs -7.17% Large Blend category average)
  • Delaware Aggressive Allocation R Fund (DFGRX) has good Long-term performance (5-year return 2.15% vs 0.19% Large Blend category average)
  • Delaware Aggressive Allocation R Fund (DFGRX) ratio of up-years vs down years is greater than 2
  • Delaware Aggressive Allocation R Fund (DFGRX) has a Morningstar rating of 4 and above
  • Delaware Aggressive Allocation R Fund (DFGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.07, lower than category average of 20.52

  

What we are cautious about Delaware Aggressive Allocation R Fund (DFGRX) What we are cautious about Delaware Aggressive Allocation R Fund (DFGRX)

Data for Delaware Aggressive Allocation R Fund (DFGRX) as of January 31, 2010

  • Delaware Aggressive Allocation R Fund (DFGRX) has an annual stock turnover rate of 94.00% that is higher than the Large Blend average of 80.36%. This could mean Delaware Aggressive Allocation R is more nimble, but also signal potential high tax impact and high trading fees
  • Delaware Aggressive Allocation R Fund (DFGRX) has a higher management fee of 1.40% than its Large Blend average of 1.10%
  • Even though Delaware Aggressive Allocation R Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
See Delaware Aggressive Allocation R Fund (DFGRX) performance details as of January 31, 2010

  

  

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Delaware Aggressive Allocation R Fund (DFGRX) Net Asset

Track net asset change of Delaware Aggressive Allocation R fund (DFGRX)

DateNet Asset
01/2010$2.27M
11/2009$2.27M
10/2009$1.89M
More historic net asset information on Delaware Aggressive Allocation R Fund (DFGRX)

  

Delaware Aggressive Allocation R Fund (DFGRX) Portfolio Allocation

Track portfolio allocation change of Delaware Aggressive Allocation R fund (DFGRX)

DateCashStockBondOther
09/20096.52%71.15%19.24%3.1%
06/20097.02%68.09%20.77%4.12%
03/20099.51%64.27%23.54%2.68%
Click here to see more historic asset allocation information on Delaware Aggressive Allocation R Fund (DFGRX)

  

Most Recent Top 10 Holdings in Delaware Aggressive Allocation R Fund (DFGRX)

Discover what Delaware Aggressive Allocation R Fund (DFGRX) manager is buying

30-Sep-09
iShares MSCI EAFE Growth Index [9.32%]
United States Treas Nts 3.625% [0.89%]
Apple Inc. [0.83%]
BANK OF NY MELLON CP [0.75%]
CGI GRP CL A SUB [0.72%]
Google Inc. [0.7%]
QUALCOMM Incorporated [0.67%]
Petroleo Brasileiro S.A. ADR [0.63%]
Intel Corporation [0.61%]
JOHNSON AND JOHNS DC [0.58%]

30-Jun-09
iShares MSCI EAFE Growth Index [9.21%]
BANK OF NY MELLON CP [0.77%]
US 10YR NOTE FUT SEP09 [0.76%]
QUALCOMM Incorporated [0.74%]
Apple Inc. [0.7%]
BP PLC [0.69%]
Google Inc. [0.65%]
JOHNSON AND JOHNS DC [0.61%]
CGI GRP CL A SUB [0.61%]
Intel Corporation [0.6%]

31-Mar-09
iShares MSCI EAFE Growth Index [8.83%]
FNMA 5% [1.09%]
FNMA 6% [0.89%]
FNMA 5.5% [0.87%]
BANK OF NY MELLON CP [0.79%]
QUALCOMM Incorporated [0.75%]
BP PLC [0.72%]
CARNIVAL CORP [0.71%]
CGI Group, Inc. A [0.67%]
PROCTER GAMBLE CO [0.65%]
Click here for Stock Holding Change Map in Delaware Aggressive Allocation R Fund (DFGRX)

  

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