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Delaware REIT C (DPRCX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware REIT C (DPRCX) Fund

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

 

Graph of Delaware REIT C Fund (DPRCX) ManagerFund Manager - Babak J. Zenouzi

Fund Manager Information

Fund Manager Tenure: 14.2 years
Similar Funds: DPREX  DPRRX  DPRSX 
Fund Family: Delaware Investments
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of Delaware REIT C Fund (DPRCX) ProfileDelaware REIT C Fund (DPRCX) Profile

Fund Profile and Description

Delaware REIT C Fund seeks maximum long-term total return, with capital appreciation as a secondary objective. Delaware REIT C Fund invests primarily in securities of companies principally engaged in the real estate industry. It invests at least 80% of assets in investments of REITs. Delaware REIT C Fund is non-diversified.

 

Delaware REIT C (DPRCX) Fund Strength What we like about Delaware REIT C (DPRCX) Fund

Data for Delaware REIT C Fund (DPRCX) as of May 30, 2016

  • Delaware REIT C Fund (DPRCX) management has been with Delaware REIT C Fund for 14.2 years
  • Delaware REIT C Fund (DPRCX) ratio of up-years vs down years is greater than 2

Delaware REIT C Fund (DPRCX) Weakness What we are cautious about Delaware REIT C (DPRCX) Fund

Data for Delaware REIT C Fund (DPRCX) as of May 30, 2016

  • Delaware REIT C Fund (DPRCX) has a less-than-ideal short-term performance (1-year return 7.70% vs 9.01% Real Estate category median performance)
  • Delaware REIT C Fund (DPRCX) has a less-than-ideal mid-term performance (3-year return 8.39% vs 9.69% Real Estate category median performance)
  • Delaware REIT C Fund (DPRCX) has a less-than-ideal Long-term performance (5-year return 8.55% vs 9.40% Real Estate category median performance)
  • Delaware REIT C Fund (DPRCX) has a Morningstar rating of 3 and below
  • Delaware REIT C Fund (DPRCX) has an annual stock turnover rate of 67.00% that is higher than the Real Estate average of 61.66%. This could mean Delaware REIT C is more nimble, but also signal potential high tax impact and high trading fees
  • Delaware REIT C Fund (DPRCX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.62 that is higher than category average of 14.6
  • Delaware REIT C Fund (DPRCX) has a higher expense ratio of 2.12% than its Real Estate average of 1.28%
  • Delaware REIT C Fund (DPRCX) carries a 1% load
  • As a Real Estate focused fund, Delaware REIT C Fund (DPRCX) is less diversified and has inherited sector risks associated with the fund
See Delaware REIT C Fund (DPRCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware REIT C Fund (DPRCX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Delaware REIT C3.167.708.398.55
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare Delaware REIT C Fund (DPRCX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of Delaware REIT C Fund (DPRCX) Net Asset TrackingDelaware REIT C (DPRCX) Fund Net Asset

Track net asset change of Delaware REIT C fund (DPRCX)

DateNet Asset
05/2016$161.93M
03/2016$230.99M
02/2016$214.08M
More historic net asset information on Delaware REIT C Fund (DPRCX)

  

Graph of Delaware REIT C Fund (DPRCX) Portfolio TrackingDelaware REIT C (DPRCX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware REIT C fund (DPRCX)

DateCashStockBondOther
04/20166.04%92.34%0%0.77%
02/20162.73%95.77%0%0.79%
01/20162.95%96.28%0%0.65%
Click here to see more historic asset allocation information on Delaware REIT C Fund (DPRCX)

 

graph of Delaware REIT C Fund (DPRCX) Top 10 Position TrackingTop 10 Holdings in Delaware REIT C (DPRCX) Fund

Discover what Delaware REIT C Fund (DPRCX) manager is buying

Apr 29, 2016
Simon Property Group, Inc. Comm [9.74%]
Public Storage Common Stock [4.28%]
General Growth Properties, Inc. [3.72%]
Equity Residential Common Share [3.65%]
AvalonBay Communities, Inc. Com [3.62%]
Host Hotels & Resorts, Inc. Com [2.96%]
Boston Properties, Inc. Common [2.95%]
Duke Realty Corporation Common [2.93%]
ProLogis, Inc. Common Stock [2.75%]
Ventas, Inc. Common Stock [2.38%]

Feb 28, 2016
Simon Property Group, Inc. Comm [9.67%]
Public Storage Common Stock [5.45%]
Equity Residential Common Share [4.99%]
Host Hotels & Resorts, Inc. Com [3.71%]
AvalonBay Communities, Inc. Com [3.51%]
General Growth Properties, Inc. [3.37%]
ProLogis, Inc. Common Stock [3.37%]
Duke Realty Corporation Common [3.09%]
Welltower Inc. Common Stock [2.63%]
Equinix, Inc. [2.48%]

Jan 30, 2016
Simon Property Group, Inc. Comm [9.4%]
Public Storage Common Stock [6.15%]
Equity Residential Common Share [5%]
General Growth Properties, Inc. [3.94%]
AvalonBay Communities, Inc. Com [3.71%]
Vornado Realty Trust Common Sto [3.41%]
ProLogis, Inc. Common Stock [3.33%]
Duke Realty Corporation Common [3.23%]
Host Hotels & Resorts, Inc. Com [3.12%]
Welltower Inc. Common Stock [2.91%]
Click here for Stock Holding Change Map in Delaware REIT C Fund (DPRCX)

  

Latest News on Delaware REIT C (DPRCX) Fund

See what is happening with Delaware REIT C Fund (DPRCX)

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Delaware REIT C Fund (DPRCX) Related ResourcesSee more information on Delaware REIT C (DPRCX) Fund

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