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Delaware Healthcare A (DLHAX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Healthcare A (DLHAX) Fund

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

 

Graph of Delaware Healthcare A Fund (DLHAX) ManagerFund Manager - Liu-Er Chen

Fund Manager Information

Fund Manager Tenure: 12.1 years
Similar Funds: DLHCX  DLHIX 
Fund Family: Delaware Investments
Fund Category: Health
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Delaware Healthcare A Fund (DLHAX) ProfileDelaware Healthcare A Fund (DLHAX) Profile

Fund Profile and Description

Delaware Healthcare A Fund seeks maximum long-term capital growth capital appreciation. Delaware Healthcare A Fund normally invests at least 80% of assets in the equity securities of health care companies. It invests in U.S. and non-U.S. companies across all market capitalizations. Delaware Healthcare A Fund may also invest in companies located in emerging markets. It is non-diversified.

 

Delaware Healthcare A (DLHAX) Fund Strength What we like about Delaware Healthcare A (DLHAX) Fund

Data for Delaware Healthcare A Fund (DLHAX) as of May 30, 2016

  • Delaware Healthcare A Fund (DLHAX) management has been with Delaware Healthcare A Fund for 12.1 years
  • Delaware Healthcare A Fund (DLHAX) has good short-term performance (1-year return -2.05% vs -12.93% Health category median performance)
  • Delaware Healthcare A Fund (DLHAX) ratio of up-years vs down years is greater than 2
  • Asset base in Delaware Healthcare A Fund (DLHAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Delaware Healthcare A Fund (DLHAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.14, lower than category average of 17.59

Delaware Healthcare A Fund (DLHAX) Weakness What we are cautious about Delaware Healthcare A (DLHAX) Fund

Data for Delaware Healthcare A Fund (DLHAX) as of May 30, 2016

  • Delaware Healthcare A Fund (DLHAX) has a less-than-ideal mid-term performance (3-year return 14.87% vs 15.21% Health category median performance)
  • Delaware Healthcare A Fund (DLHAX) has a less-than-ideal Long-term performance (5-year return 15.12% vs 16.08% Health category median performance)
  • Delaware Healthcare A Fund (DLHAX) has a Morningstar rating of 3 and below
  • Delaware Healthcare A Fund (DLHAX) is less safe compared to its Health peers
  • Delaware Healthcare A Fund (DLHAX) has a higher expense ratio of 1.36% than its Health average of 1.32%
  • Delaware Healthcare A Fund (DLHAX) carries a 5.75% load
  • As a Health focused fund, Delaware Healthcare A Fund (DLHAX) is less diversified and has inherited sector risks associated with the fund
See Delaware Healthcare A Fund (DLHAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Healthcare A Fund (DLHAX)Compare with other top Health category mutual funds

Aadditional top Health mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Delaware Healthcare A-1.22-2.0514.8715.12
Fidelity Advisor Health Care A (FACDX)-5.84-13.4918.7717.80Compare
Hartford Healthcare A (HGHAX)-6.82-7.8017.3816.39Compare
Janus Global Life Sciences T (JAGLX)-7.78-15.8319.3919.37Compare

See top fund managers for Health Category Funds

 

Compare Delaware Healthcare A Fund (DLHAX)Compare with Health category ETFs

Some Health ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust NYSE Arca Biotech ETF (FBT)000
SPDR S&P Health Care Equipment ETF (XHE)000
SPDR S&P Biotech ETF (XBI)000
PowerShares S&P SmallCap Health Care ETF (PSCH)000
PowerShares Dynamic Pharmaceuticals ETF (PJP)000

 

Graph of Delaware Healthcare A Fund (DLHAX) Net Asset TrackingDelaware Healthcare A (DLHAX) Fund Net Asset

Track net asset change of Delaware Healthcare A fund (DLHAX)

DateNet Asset
05/2016$460.19M
03/2016$433.55M
02/2016$421.16M
More historic net asset information on Delaware Healthcare A Fund (DLHAX)

  

Graph of Delaware Healthcare A Fund (DLHAX) Portfolio TrackingDelaware Healthcare A (DLHAX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Healthcare A fund (DLHAX)

DateCashStockBondOther
04/20160%99.91%0%0.09%
02/20160%99.9%0%0.1%
01/20160%99.9%0%0.1%
Click here to see more historic asset allocation information on Delaware Healthcare A Fund (DLHAX)

 

graph of Delaware Healthcare A Fund (DLHAX) Top 10 Position TrackingTop 10 Holdings in Delaware Healthcare A (DLHAX) Fund

Discover what Delaware Healthcare A Fund (DLHAX) manager is buying

Apr 29, 2016
Sanofi SA [7.02%]
Bristol-Myers Squibb Company Co [6.87%]
Sina Corporation [6.55%]
Eli Lilly and Company Common St [6%]
Sanofi SA ADR [5.25%]
CHUGAI PHARMACEUTICA [4.53%]
GLAXOSMITHKLINE [4.42%]
Quest Diagnostics Incorporated [3.7%]
Boston Scientific Corporation C [3.44%]
Sohu.com Inc. [3.28%]

Feb 28, 2016
Sanofi SA [7.46%]
Bristol-Myers Squibb Company Co [6.27%]
Eli Lilly and Company Common St [6.09%]
Sina Corporation [5.94%]
Sanofi SA ADR [5.37%]
GLAXOSMITHKLINE [4.24%]
CHUGAI PHARMACEUTICA [4.23%]
Quest Diagnostics Incorporated [3.49%]
Sohu.com Inc. [3.37%]
Mylan N.V. [3.01%]

Jan 30, 2016
Sanofi SA [7.22%]
Eli Lilly and Company Common St [6.17%]
Sina Corporation [5.89%]
Bristol-Myers Squibb Company Co [5.8%]
Sanofi SA ADR [5.21%]
GLAXOSMITHKLINE [4.17%]
CHUGAI PHARMACEUTICA [4.04%]
Mylan N.V. [3.24%]
Quest Diagnostics Incorporated [3.17%]
AstraZeneca PLC [2.83%]
Click here for Stock Holding Change Map in Delaware Healthcare A Fund (DLHAX)

  

Latest News on Delaware Healthcare A (DLHAX) Fund

See what is happening with Delaware Healthcare A Fund (DLHAX)

 

Delaware Healthcare A Fund (DLHAX) Related ResourcesSee more information on Delaware Healthcare A (DLHAX) Fund

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