Mutual Fund Insights: Delaware Tax-Free NY B Fund (DVTNX)

In-depth Analysis of Delaware Tax-Free NY B Fund (DVTNX)

3 months 6 months 1 year 3 year 5 year

See Delaware Tax-Free NY B Fund (DVTNX) performance details as of February 28, 2010

  

Last Trade: $10.76 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Stephen J. Czepiel

Fund Manager Tenure: 2.7 years   [Similar Funds: DVFNX ]
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

Stephen J. Czepiel is a senior vice president, senior municipal bond trader and head of municipal bond trading with Delaware Investments, his employer since July 2004. Previously, Stephen J. Czepiel was vice president at both Mesirow Financial and Loop Capital Markets. Stephen J. Czepiel began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in municipal securities trading.  Get more insights on Stephen J. Czepiel

  

 What we like about Delaware Tax-Free NY B Fund (DVTNX)

Data for Delaware Tax-Free NY B Fund (DVTNX) as of February 28, 2010

• Delaware Tax-Free NY B Fund (DVTNX) has good mid-term performance (3-year return 3.63% vs 2.93 % Muni New York Long category average)
• Delaware Tax-Free NY B Fund (DVTNX) has good Long-term performance (5-year return 3.71% vs 3.44 % Muni New York Long category average)
• Delaware Tax-Free NY B Fund (DVTNX) ratio of up-years vs down years is greater than 2
• Delaware Tax-Free NY B Fund (DVTNX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.98, lower than category average of 7.66

  

 What we are cautious about Delaware Tax-Free NY B Fund (DVTNX)

Data for Delaware Tax-Free NY B Fund (DVTNX) as of February 28, 2010

• Delaware Tax-Free NY B Fund (DVTNX) management has been with Delaware Tax-Free NY B Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
• Delaware Tax-Free NY B Fund (DVTNX) has a less-than-ideal short-term performance (1-year return 11.01% vs 13.25 % Muni New York Long category average)
• Delaware Tax-Free NY B Fund (DVTNX) has a Morningstar rating of 3 and below
• Delaware Tax-Free NY B Fund (DVTNX) is less safe compared to its Muni New York Long peers
• Delaware Tax-Free NY B Fund (DVTNX) has an annual stock turnover rate of 36.00% that is higher than the Muni New York Long average of 26.62%. This could mean Delaware Tax-Free NY B is more nimble, but also signal potential high tax impact and high trading fees
• Delaware Tax-Free NY B Fund (DVTNX) has a higher management fee of 1.60% than its Muni New York Long average of 1.07%
• Delaware Tax-Free NY B Fund (DVTNX) carries a 4% load

See Delaware Tax-Free NY B Fund (DVTNX) performance details as of February 28, 2010

  

  

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Delaware Tax-Free NY B Fund (DVTNX) Net Asset

Track net asset change of Delaware Tax-Free NY B fund (DVTNX)

Date	Net Asset
02/2010	$38.40M
01/2010	$820.00K
11/2009	$810.00K

More historic net asset information on Delaware Tax-Free NY B Fund (DVTNX)

  

Delaware Tax-Free NY B Fund (DVTNX) Portfolio Allocation

Track portfolio allocation change of Delaware Tax-Free NY B fund (DVTNX)

Date	Cash	Stock	Bond	Other
09/2009	1.7%	0%	98.3%	0%
06/2009	1.51%	0%	98.49%	0%
03/2009	1.44%	0%	98.56%	0%

Click here to see more historic asset allocation information on Delaware Tax-Free NY B Fund (DVTNX)

  

Most Recent Top 10 Holdings in Delaware Tax-Free NY B Fund (DVTNX)

Discover what Delaware Tax-Free NY B Fund (DVTNX) manager is buying

30-Sep-09 Liberty N Y Dev Corp Rev Rev Bds 5.25% [2.1%] PUERTO RICO COMWLTH HWY & TRAN HWY REV B [1.82%] New York N Y City Transitional Future 5% [1.82%] New York St Dorm Auth 5.5% [1.81%] New York St Dorm Auth 5% [1.79%] St Lawrence Cnty N Y Indl Dev Rev Bds 5% [1.77%] New York N Y Go Bds 5% [1.77%] New York St Twy Auth 5% [1.77%] Puerto Rico Elec Pwr Auth 5.25% [1.77%] Sales Tax Asset Receivable Cor Sal 5.25% [1.76%]

30-Jun-09 New York City N Y Indl Dev Agy Var Rev B [2.24%] New York St Dorm Auth 5.5% [2.13%] Puerto Rico Comwlth Hwy & Tran Hwy 5.5% [2.11%] Puerto Rico Elec Pwr Auth 5.25% [2.11%] New York St Twy Auth 5% [2.05%] New York N Y City Transitional Future 5% [2.05%] New York St Dorm Auth 5% [2.04%] St Lawrence Cnty N Y Indl Dev Rev Bds 5% [2%] New York N Y Go Bds 5% [1.95%] New York St Dorm Auth 5% [1.95%]

31-Mar-09 Metropolitan Transn Auth 6.125% [4.49%] New York St Dorm Auth 5.5% [2.45%] Puerto Rico Comwlth Hwy & Tran Hwy 5.5% [2.42%] Puerto Rico Elec Pwr Auth 5.25% [2.42%] New York St Dorm Auth 5% [2.34%] New York N Y City Transitional Future 5% [2.32%] New York St Twy Auth 5% [2.32%] Puerto Rico Elec Pwr Auth 5.125% [2.31%] New York St Dorm Auth 5% [2.22%] New York N Y Go Bds 5% [2.21%]

Click here for Stock Holding Change Map in Delaware Tax-Free NY B Fund (DVTNX)

  

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See more information on Delaware Tax-Free NY B Fund (DVTNX)

• Delaware Tax-Free NY B Fund Insights
• Delaware Tax-Free NY B Fund Performance Data
• Delaware Tax-Free NY B Fund News
• Delaware Tax-Free NY B Fund Score Explaination
• Delaware Tax-Free NY B Fund Manager Information
• Historic Delaware Tax-Free NY B Fund Asset Allocation Report
• Historic Delaware Tax-Free NY B Fund Top 10 Holding Tracking
• Historic Delaware Tax-Free NY B Fund Asset Under Management Tracking