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Mutual Fund Insights: Delaware Inflation Protected Bond C Fund (DIPCX)

In-depth Analysis of Delaware Inflation Protected Bond C Fund (DIPCX)

Mutual fund chart: Delaware Inflation Protected Bond C Fund (DIPCX)

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1 year
3 year
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See Delaware Inflation Protected Bond C Fund (DIPCX) performance details as of January 31, 2010

  

    Last Trade: $10.55 on 3/18/2010, Change: -0.02 (-0.19%)

  

Fund Manager - Paul Grillo

Fund Manager Tenure: 2.8 years   [Similar Funds: DIPAX  DIPBX  DIPIX ]
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Grillo is a member of the firm?s taxable fixed income portfolio management team and asset allocation committee. He joined Delaware in 1992 as a mortgage-backed and asset-backed securities analyst, assuming portfolio management responsibilities in the mid-1990s. Prior to joining Delaware Investments, Grillo served as a mortgage strategist and trader at Dreyfus Corporation. He also worked as a mortgage strategist and portfolio manager at Chemical Investment Group and as a financial analyst at Chemical Bank.  Get more insights on Paul Grillo

  

What we like about Delaware Inflation Protected Bond C Fund (DIPCX) What we like about Delaware Inflation Protected Bond C Fund (DIPCX)

Data for Delaware Inflation Protected Bond C Fund (DIPCX) as of January 31, 2010

  • Delaware Inflation Protected Bond C Fund (DIPCX) has good mid-term performance (3-year return 6.93% vs 5.79% Inflation-Protected Bond category average)
  • Delaware Inflation Protected Bond C Fund (DIPCX) has good Long-term performance (5-year return 4.41% vs 4.00% Inflation-Protected Bond category average)
  • Delaware Inflation Protected Bond C Fund (DIPCX) has an annual stock turnover rate of 188.00% vs Inflation-Protected Bond average of 225.32%. It is good that Delaware Inflation Protected Bond C management does not trade extensively for its return.
  • Delaware Inflation Protected Bond C Fund (DIPCX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.69, lower than category average of 9.17

  

What we are cautious about Delaware Inflation Protected Bond C Fund (DIPCX) What we are cautious about Delaware Inflation Protected Bond C Fund (DIPCX)

Data for Delaware Inflation Protected Bond C Fund (DIPCX) as of January 31, 2010

  • Delaware Inflation Protected Bond C Fund (DIPCX) management has been with Delaware Inflation Protected Bond C Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Delaware Inflation Protected Bond C Fund is a focused fund with 77.07% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Delaware Inflation Protected Bond C Fund (DIPCX) has a less-than-ideal short-term performance (1-year return 10.74% vs 12.14% Inflation-Protected Bond category average)
  • Delaware Inflation Protected Bond C Fund (DIPCX) ratio of up-years vs down years can be improved
  • Delaware Inflation Protected Bond C Fund (DIPCX) has a Morningstar rating of 3 and below
  • Delaware Inflation Protected Bond C Fund (DIPCX) has a higher management fee of 1.55% than its Inflation-Protected Bond average of 0.85%
  • Delaware Inflation Protected Bond C Fund (DIPCX) carries a 1% load
See Delaware Inflation Protected Bond C Fund (DIPCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Inflation-Protected Bond category?

Below are some additional Inflation-Protected Bond mutual funds generated out of our database

  

Delaware Inflation Protected Bond C Fund (DIPCX) Net Asset

Track net asset change of Delaware Inflation Protected Bond C fund (DIPCX)

DateNet Asset
01/2010$58.72M
11/2009$52.50M
10/2009$48.80M
More historic net asset information on Delaware Inflation Protected Bond C Fund (DIPCX)

  

Delaware Inflation Protected Bond C Fund (DIPCX) Portfolio Allocation

Track portfolio allocation change of Delaware Inflation Protected Bond C fund (DIPCX)

DateCashStockBondOther
09/20093.58%0%96.41%0%
06/20092.32%0%97.69%0%
03/20097.39%0%92.61%0%
Click here to see more historic asset allocation information on Delaware Inflation Protected Bond C Fund (DIPCX)

  

Most Recent Top 10 Holdings in Delaware Inflation Protected Bond C Fund (DIPCX)

Discover what Delaware Inflation Protected Bond C Fund (DIPCX) manager is buying

30-Sep-09
US Treasury Note [12.02%]
US Treasury Note 1.625% [11.18%]
US Treasury Note 3% [7.42%]
US LONG BOND DEC09 FUTURE [7.41%]
US Treasury Note 2.375% [7.3%]
US Treasury Note 3.5% [7.22%]
US Treasury Note 2% [6.76%]
US Treasury Bond 2.375% [6.66%]
US Treasury Note 3.375% [6.64%]
US Treasury Note 2% [4.46%]

30-Jun-09
US Treasury Bond 2.375% [16.15%]
US Treasury Note [13.6%]
US Treasury Note 1.625% [12.63%]
US LONG BOND SEP09 FUTURE [9.9%]
US Treasury Note 2.375% [8.28%]
US Treasury Note 2% [6.51%]
US Treasury Note 3.375% [5.92%]
US Treasury Note 2% [4.47%]
US 10YR NOTE FUT SEP09 [3.48%]
US TREASURY NOTE [1.39%]

31-Mar-09
US Treasury Note [17.18%]
US Treasury Note 1.625% [15.93%]
US LONG BOND JUN09 FUTURE [10.6%]
US Treasury Bond 2.375% [10.57%]
US Treasury Note 2.375% [9.97%]
US Treasury Note 2% [8.15%]
US Treasury Note 2% [5.6%]
US Treasury Note 3.375% [4.05%]
Japan(Govt Of) 1.3986% [1.32%]
At&T Wireless Svcs 8.125% [0.56%]
Click here for Stock Holding Change Map in Delaware Inflation Protected Bond C Fund (DIPCX)

  

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Latest News on Delaware Inflation Protected Bond C (DIPCX)

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