DABAX Rating, Research - Delaware Global Value A

Delaware Global Value A (dabax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands


Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 68

Threats + Weaknesses = 54

When strengths & opportunities substantially exceed threats & weaknesses an investment in the dabax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Delaware Global Value A (DABAX) Description: DABAX is a mutual fund, which is an investment that owns a basket of assets. The DABAX mutual fund was provided by Delaware and this investment vehicle derives the majority of its value from equity holdings (stocks). Delawares mutual fund has a medium management tenure and is in the small fund size classification. DABAXs minimum initial investment amount is $1000 while the IRA minimum is $250. DABAXs expense ratio is roughly 2%. The latest DABAXs front end load was 6% and the back end load was 0%. The Delaware Global Value A (DABAX) mutual fund falls under the world stock category. DABAX focuses its investments in EU and USA and DABAX is not affiliated with a particular industry or fund sector. The Delaware Global Value A (DABAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DABAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DABAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks appreciation of capital. The fund invests at least 80% of net assets in companies with market capitalizations comparable to those of companies included in the MSCI World Small-Cap Index. It invests in companies organized or headquartered in at least three different countries (one of which may be the United States) and the majority of foreign investments may be in Japan and Western Europe. The fund invests no more than 25% of assets in issuers that are organized or headquartered in any one country outside the U.S., other than France, Germany, Japan and the United Kingdom.

Management Analysis Update

Performance Analysis Update