Delaware Pooled International Equity (DPIEX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Pooled International Equity (DPIEX) Fund

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Fund Manager - Elizabeth A. Desmond

Fund Manager Information

Fund Manager Tenure: 19.4 years
Fund Family: Mondrian
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Delaware Pooled International Equity Fund (DPIEX) Profile

Fund Profile and Description

Delaware Pooled International Equity Fund seeks maximum long-term total return. Delaware Pooled International Equity Fund invests primarily in equity securities of companies that are organized or derive most of their operating income outside the U.S., and that are undervalued based on fundamental analysis. It invests mainly in marketable securities of companies located in developed countries. Delaware Pooled International Equity Fund normally invests at least 80% of assets in equity securities. It invests at least 40% of total assets in securities of non-U.S. issuers.

 

 What we like about Delaware Pooled International Equity (DPIEX) Fund

Data for Delaware Pooled International Equity Fund (DPIEX) as of May 30, 2016

• Delaware Pooled International Equity Fund (DPIEX) management has been with Delaware Pooled International Equity Fund for 19.4 years
• Delaware Pooled International Equity Fund (DPIEX) has good short-term performance (1-year return -9.80% vs -10.73% Foreign Large Value category median performance)
• Delaware Pooled International Equity Fund (DPIEX) has good mid-term performance (3-year return 2.89% vs 0.92% Foreign Large Value category median performance)
• Delaware Pooled International Equity Fund (DPIEX) has good Long-term performance (5-year return 2.35% vs 0.77% Foreign Large Value category median performance)
• Delaware Pooled International Equity Fund (DPIEX) ratio of up-years vs down years is greater than 2
• Delaware Pooled International Equity Fund (DPIEX) has a Morningstar rating of 4 and above
• Asset base in Delaware Pooled International Equity Fund (DPIEX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• Delaware Pooled International Equity Fund (DPIEX) has an annual stock turnover rate of 28.00% vs Foreign Large Value average of 53.85%. It is good that Delaware Pooled International Equity management does not trade extensively for its return.
• Delaware Pooled International Equity Fund (DPIEX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.73, lower than category average of 13.15
• Delaware Pooled International Equity Fund (DPIEX) has a lower expense ratio than its Foreign Large Value average: 0.88% vs 1.21%
• Delaware Pooled International Equity Fund (DPIEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about Delaware Pooled International Equity (DPIEX) Fund

Data for Delaware Pooled International Equity Fund (DPIEX) as of May 30, 2016

See Delaware Pooled International Equity Fund (DPIEX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Delaware Pooled International Equity	2.44	-9.80	2.89	2.35
Domini International Social Equity A (DOMAX)	2.62	-4.84	4.98	4.31	Compare
Brandes International Equity I (BIIEX)	2.13	-9.47	3.68	2.47	Compare
Delaware Pooled Labor Select Intl Eq (DELPX)	2.05	-9.91	2.50	1.98	Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETF	Year to Date	One Year	Three Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)	0	0	0
RevenueShares ADR ETF (RTR)	0	0	0
SPDR S&P International Dividend ETF (DWX)	0	0	0
WisdomTree Commodity Country Equity ETF (CCXE)	0	0	0
WisdomTree Intl Div ex-Fincls ETF (DOO)	1.60%	-11.71%	0.66%

 

Delaware Pooled International Equity (DPIEX) Fund Net Asset

Track net asset change of Delaware Pooled International Equity fund (DPIEX)

Date	Net Asset
05/2016	$340.75M
03/2016	$339.30M
02/2016	$321.49M

More historic net asset information on Delaware Pooled International Equity Fund (DPIEX)

  

Delaware Pooled International Equity (DPIEX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Pooled International Equity fund (DPIEX)

Date	Cash	Stock	Bond	Other
02/2016	0.31%	98.7%	0%	0.99%
01/2016	0.44%	99.27%	0%	0.29%
12/2015	0.27%	99.09%	0%	0.64%

Click here to see more historic asset allocation information on Delaware Pooled International Equity Fund (DPIEX)

 

Top 10 Holdings in Delaware Pooled International Equity (DPIEX) Fund

Discover what Delaware Pooled International Equity Fund (DPIEX) manager is buying

Feb 28, 2016 Royal Dutch Shell PLC B [3.67%] SYNGENTA AG BASEL [3.55%] GlaxoSmithKline PLC [3.29%] TAKEDA PHARMACEUTICA [3.28%] ABB LTD ZUERICH [3.15%] National Grid PLC [2.92%] Sanofi SA [2.88%] NESTLE SA CHAM ET VE [2.84%] Iberdrola SA [2.79%] Unilever PLC [2.79%]

Jan 30, 2016 GlaxoSmithKline PLC [3.39%] TAKEDA PHARMACEUTICA [3.26%] National Grid PLC [3.23%] SYNGENTA AG BASEL [3.16%] Iberdrola SA [3.12%] Unilever PLC [3.03%] ABB LTD ZUERICH [2.98%] NESTLE SA CHAM ET VE [2.93%] Sanofi SA [2.92%] CANON INC (F) [2.71%]

Dec 30, 2015 TAKEDA PHARMACEUTICA [3.28%] SYNGENTA AG BASEL [3.28%] Iberdrola SA [3.27%] GlaxoSmithKline PLC [3.25%] National Grid PLC [3.19%] HONDA MOTOR CO LTD [3.12%] ABB LTD ZUERICH [3.01%] Sanofi SA [2.88%] CANON INC (F) [2.87%] Unilever PLC [2.79%]

Click here for Stock Holding Change Map in Delaware Pooled International Equity Fund (DPIEX)

  

Latest News on Delaware Pooled International Equity (DPIEX) Fund

See what is happening with Delaware Pooled International Equity Fund (DPIEX)

February 2018 U.S. Morningstar Analyst Ratings Activity

 

See more information on Delaware Pooled International Equity (DPIEX) Fund

Popular pages on Delaware Pooled International Equity (DPIEX) Fund

• Delaware Pooled International Equity (DPIEX) Fund Research and Recommendation
• Delaware Pooled International Equity (DPIEX) Fund Performance Data
• Delaware Pooled International Equity (DPIEX) Fund Manager Information
• Historic Delaware Pooled International Equity (DPIEX) Fund Asset Allocation Report
• Historic Delaware Pooled International Equity (DPIEX) Fund Top 10 Holding Tracking
• Historic Delaware Pooled International Equity (DPIEX) Fund Asset Under Management Tracking