DELDX Rating, Research - Delaware Large Cap Value A

Delaware Large Cap Value A (deldx)

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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 = 61

Threats + Weaknesses = 45

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

Fund Management Team

Fund Description Update

Delaware Large Cap Value A (DELDX) Description: DELDX is a mutual fund, which is an investment that owns a basket of assets. The DELDX 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 large fund size classification. DELDXs minimum initial investment amount is $1000 while the IRA minimum is $250. DELDXs expense ratio is roughly 1%. The latest DELDXs front end load was 6% and the back end load was 0%. The Delaware Large Cap Value A (DELDX) mutual fund falls under the large-cap value category. DELDX focuses its investments in USA and DELDX is not affiliated with a particular industry or fund sector. The Delaware Large Cap Value A (DELDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DELDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DELDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks income and long-term capital appreciation. The fund invests primarily in high dividend yielding, undervalued stocks (see stock research) with dividend growth potential. It generally invests in large-cap or mid-cap value stocks (see stock research) of U.S. issuers and foreign stocks (see stock research) including American Depository Receipts (ADRs) may also be held. The fund may use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.

Management Analysis Update

Performance Analysis Update