DEGIX Rating, Research - Delaware Intl Value Equity A

Delaware Intl Value Equity A (degix)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

BUY

SWOT Statistics

Strengths + Opportunities = 32

Threats + Weaknesses = 16

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

Fund Management Team

Fund Description Update

Delaware Intl Value Equity A (DEGIX) Description: DEGIX is a mutual fund, which is an investment that owns a basket of assets. The DEGIX 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 average fund size classification. DEGIXs minimum initial investment amount is $1000 while the IRA minimum is $250. DEGIXs expense ratio is roughly 2%. The latest DEGIXs front end load was 6% and the back end load was 0%. The Delaware Intl Value Equity A (DEGIX) mutual fund falls under the foreign large-cap value category. DEGIX focuses its investments in EU and Japan and DEGIX is not affiliated with a particular industry or fund sector. The Delaware Intl Value Equity A (DEGIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DEGIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DEGIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth without undue risk to principal. The fund invests at least 65% of total assets in equity securities (see equity research) of issuers that are organized, have a majority of their assets, or generate the majority of their operating income outside the United States. It may invest more than 25% of assets in the securities of issuers located in the same country.


Management Analysis Update


Performance Analysis Update