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Fund Intelligence | Best Managers | DTIBX Insights | DTIBX Score | DTIBX Performance | DTIBX Manager | DTIBX News | DTIBX Allocation | DTIBX Holdings Change

Mutual Fund Insights: Delaware Limited-Term Diversified Inc B Fund (DTIBX)

In-depth Analysis of Delaware Limited-Term Diversified Inc B Fund (DTIBX)

Mutual fund chart: Delaware Limited-Term Diversified Inc B Fund (DTIBX)

3 months
6 months
1 year
3 year
5 year

See Delaware Limited-Term Diversified Inc B Fund (DTIBX) performance details as of February 28, 2010

  

    Last Trade: $8.97 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Roger A. Early

Fund Manager Tenure: 2.8 years   [Similar Funds: DTICX  DTINX ]
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Early rejoined Delaware in March 2007 as a member of the taxable fixed income portfolio management team. From 1994 to 2001, Roger A. Early was a senior portfolio manager in the same area, and Roger A. Early left Delaware Investments as head of its U.S. investment grade fixed income group. In recent years, Roger A. Early was a senior portfolio manager at Chartwell Investment Partners and Rittenhouse Financial and served as the chief investment officer for fixed income at Turner Investments.  Get more insights on Roger A. Early

  

What we like about Delaware Limited-Term Diversified Inc B Fund (DTIBX) What we like about Delaware Limited-Term Diversified Inc B Fund (DTIBX)

Data for Delaware Limited-Term Diversified Inc B Fund (DTIBX) as of February 28, 2010

  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) has good short-term performance (1-year return 12.08% vs 10.21 % Short-Term Bond category average)
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) has good mid-term performance (3-year return 6.20% vs 3.54 % Short-Term Bond category average)
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) has good Long-term performance (5-year return 4.69% vs 3.57 % Short-Term Bond category average)
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) ratio of up-years vs down years is greater than 2
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) has a Morningstar rating of 4 and above
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.9, lower than category average of 3.34

  

What we are cautious about Delaware Limited-Term Diversified Inc B Fund (DTIBX) What we are cautious about Delaware Limited-Term Diversified Inc B Fund (DTIBX)

Data for Delaware Limited-Term Diversified Inc B Fund (DTIBX) as of February 28, 2010

  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) management has been with Delaware Limited-Term Diversified Inc B Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) has an annual stock turnover rate of 351.00% that is higher than the Short-Term Bond average of 113.38%. This could mean Delaware Limited-Term Diversified Inc B is more nimble, but also signal potential high tax impact and high trading fees
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) has a higher management fee of 1.69% than its Short-Term Bond average of 0.91%
  • Delaware Limited-Term Diversified Inc B Fund (DTIBX) carries a 2% load
See Delaware Limited-Term Diversified Inc B Fund (DTIBX) performance details as of February 28, 2010

  

  

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Delaware Limited-Term Diversified Inc B Fund (DTIBX) Net Asset

Track net asset change of Delaware Limited-Term Diversified Inc B fund (DTIBX)

DateNet Asset
02/2010$1.60B
01/2010$2.88M
11/2009$3.11M
More historic net asset information on Delaware Limited-Term Diversified Inc B Fund (DTIBX)

  

Delaware Limited-Term Diversified Inc B Fund (DTIBX) Portfolio Allocation

Track portfolio allocation change of Delaware Limited-Term Diversified Inc B fund (DTIBX)

DateCashStockBondOther
09/200910.45%0%86.81%2.74%
06/20099.69%0%86.05%4.27%
03/20095.73%0%89.32%4.96%
Click here to see more historic asset allocation information on Delaware Limited-Term Diversified Inc B Fund (DTIBX)

  

Most Recent Top 10 Holdings in Delaware Limited-Term Diversified Inc B Fund (DTIBX)

Discover what Delaware Limited-Term Diversified Inc B Fund (DTIBX) manager is buying

30-Sep-09
United States Treas Nts 1% [8.68%]
United States Treas Nts 2.375% [5.9%]
FNMA [3.64%]
United States Treas Nts [1.8%]
FHLMC [1.79%]
FNMA 6% [1.51%]
FHLMC [1.28%]
FHLMC FRN [1.27%]
FHLMC 2.05% [1.04%]
FNMA CMO 6% [1.03%]

30-Jun-09
US TREASURY NOTE [5.93%]
US Treasury Note 1.875% [4.73%]
US TREASURY NOTE [1.88%]
Husky Engy 5.9% [1.14%]
European Invest Bk 6% [1.07%]
FNMA 5.16% [0.99%]
FNMA 6% [0.9%]
Goldman Sachs Group 5.25% [0.89%]
PUERTO RICO SALES TAX FING COR REV BDS [0.88%]
ANHEUSER BUSCH INBEV WORLDWIDE [0.86%]

31-Mar-09
FNMA [5.69%]
US Treasury Note [3.57%]
FHLMC 2.125% [2.35%]
FNMA 5.16% [1.41%]
FNMA 6% [1.39%]
US Treasury Note [1.24%]
GNMA [1.17%]
Wellpoint 5% [0.91%]
Ba Credit Card Tr 2006-10a FRN [0.9%]
Cap One Cc Tr 2006-13a FRN [0.84%]
Click here for Stock Holding Change Map in Delaware Limited-Term Diversified Inc B Fund (DTIBX)

  

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Latest News on Delaware Limited-Term Diversified Inc B (DTIBX)

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