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Delaware Pooled Large-Cap Value Equity (DPDEX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Pooled Large-Cap Value Equity (DPDEX) Fund

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

 

Graph of Delaware Pooled Large-Cap Value Equity Fund (DPDEX) ManagerFund Manager - Nikhil G. Lalvani

Fund Manager Information

Fund Manager Tenure: 11.2 years
Fund Family: Delaware Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)

 

Graph of Delaware Pooled Large-Cap Value Equity Fund (DPDEX) ProfileDelaware Pooled Large-Cap Value Equity Fund (DPDEX) Profile

Fund Profile and Description

Delaware Pooled Large-Cap Value Equity Fund seeks long-term capital appreciation. Delaware Pooled Large-Cap Value Equity Fund invests at least 80% of assets in equity securities of large-capitalization companies which have market capitalizations of $5 billion or greater. Typically, it seeks to select securities that are undervalued in relation to their intrinsic value as indicated by multiple factors, including the earnings and cash flow potential or the asset value of the respective issuers. Delaware Pooled Large-Cap Value Equity Fund also considers a company's plans for future operations on a selective basis.

 

Delaware Pooled Large-Cap Value Equity (DPDEX) Fund Strength What we like about Delaware Pooled Large-Cap Value Equity (DPDEX) Fund

Data for Delaware Pooled Large-Cap Value Equity Fund (DPDEX) as of May 30, 2016

  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) management has been with Delaware Pooled Large-Cap Value Equity Fund for 11.2 years
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) has good short-term performance (1-year return 2.81% vs -2.36% Large Value category median performance)
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) has good mid-term performance (3-year return 11.66% vs 7.81% Large Value category median performance)
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) has good Long-term performance (5-year return 13.18% vs 9.15% Large Value category median performance)
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) ratio of up-years vs down years is greater than 2
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) has a Morningstar rating of 4 and above
  • Asset base in Delaware Pooled Large-Cap Value Equity Fund (DPDEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) has an annual stock turnover rate of 31.00% vs Large Value average of 44.24%. It is good that Delaware Pooled Large-Cap Value Equity management does not trade extensively for its return.
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.84, lower than category average of 11.7
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) has a lower expense ratio than its Large Value average: 0.65% vs 1.10%
  • Delaware Pooled Large-Cap Value Equity Fund (DPDEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Delaware Pooled Large-Cap Value Equity Fund (DPDEX) Weakness What we are cautious about Delaware Pooled Large-Cap Value Equity (DPDEX) Fund

Data for Delaware Pooled Large-Cap Value Equity Fund (DPDEX) as of May 30, 2016

See Delaware Pooled Large-Cap Value Equity Fund (DPDEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Pooled Large-Cap Value Equity Fund (DPDEX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Delaware Pooled Large-Cap Value Equity7.692.8111.6613.18
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Delaware Pooled Large-Cap Value Equity Fund (DPDEX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Delaware Pooled Large-Cap Value Equity Fund (DPDEX) Net Asset TrackingDelaware Pooled Large-Cap Value Equity (DPDEX) Fund Net Asset

Track net asset change of Delaware Pooled Large-Cap Value Equity fund (DPDEX)

DateNet Asset
05/2016$220.77M
03/2016$212.65M
02/2016$201.01M
More historic net asset information on Delaware Pooled Large-Cap Value Equity Fund (DPDEX)

  

Graph of Delaware Pooled Large-Cap Value Equity Fund (DPDEX) Portfolio TrackingDelaware Pooled Large-Cap Value Equity (DPDEX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Pooled Large-Cap Value Equity fund (DPDEX)

DateCashStockBondOther
04/20160.55%98.78%0%0.67%
02/20160.77%98.93%0%0.3%
01/20160.78%98.85%0%0.37%
Click here to see more historic asset allocation information on Delaware Pooled Large-Cap Value Equity Fund (DPDEX)

 

graph of Delaware Pooled Large-Cap Value Equity Fund (DPDEX) Top 10 Position TrackingTop 10 Holdings in Delaware Pooled Large-Cap Value Equity (DPDEX) Fund

Discover what Delaware Pooled Large-Cap Value Equity Fund (DPDEX) manager is buying

Apr 29, 2016
Marsh & McLennan Companies, Inc [3.33%]
Chevron Corporation Common Stoc [3.3%]
Waste Management, Inc. Common S [3.28%]
Northrop Grumman Corporation Co [3.23%]
Johnson & Johnson Common Stock [3.23%]
ConocoPhillips Common Stock [3.23%]
Edison International Common Sto [3.21%]
Quest Diagnostics Incorporated [3.21%]
Halliburton Company Common Stoc [3.16%]
Bank of New York Mellon Corpora [3.16%]

Feb 28, 2016
Waste Management, Inc. Common S [3.4%]
Verizon Communications Inc. Com [3.4%]
Edison International Common Sto [3.38%]
CA Inc. [3.33%]
The Kraft Heinz Company [3.32%]
Johnson & Johnson Common Stock [3.31%]
Marsh & McLennan Companies, Inc [3.29%]
Northrop Grumman Corporation Co [3.28%]
Allstate Corporation (The) Comm [3.28%]
CVS Health Corporation Common S [3.27%]

Jan 30, 2016
Verizon Communications Inc. Com [3.53%]
AT&T Inc. [3.44%]
Raytheon Company Common Stock [3.38%]
The Kraft Heinz Company [3.37%]
Johnson & Johnson Common Stock [3.3%]
CA Inc. [3.28%]
Northrop Grumman Corporation Co [3.27%]
CVS Health Corporation Common S [3.26%]
Waste Management, Inc. Common S [3.23%]
Click here for Stock Holding Change Map in Delaware Pooled Large-Cap Value Equity Fund (DPDEX)

  

Latest News on Delaware Pooled Large-Cap Value Equity (DPDEX) Fund

See what is happening with Delaware Pooled Large-Cap Value Equity Fund (DPDEX)

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Delaware Pooled Large-Cap Value Equity Fund (DPDEX) Related ResourcesSee more information on Delaware Pooled Large-Cap Value Equity (DPDEX) Fund

Popular pages on Delaware Pooled Large-Cap Value Equity (DPDEX) Fund

  

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