Delaware Limited Term Diversified Fund Quote
| DTICX Fund | USD 7.87 0.01 0.13% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Delaware Limited is trading at 7.87 as of the 10th of November 2024; that is 0.13 percent increase since the beginning of the trading day. The fund's open price was 7.86. Delaware Limited has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Delaware Limited Term Diversified are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of October 2024 and ending today, the 10th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in investment grade fixed income securities, including, but not limited to, fixed income securities issued or guaranteed by the U.S. More on Delaware Limited Term Diversified
Moving together with Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, Short-Term Bond Funds, Conservative Funds, Small Blend Funds, Short-Term Bond, Delaware Funds by Macquarie, Large, Short-Term Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Delaware Limited Term Diversified [DTICX] is traded in USA and was established 10th of November 2024. Delaware Limited is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Delaware Funds by Macquarie family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 403.27 M in assets under management (AUM) with no minimum investment requirementsDelaware Limited Term is currently producing year-to-date (YTD) return of 3.2% with the current yeild of 0.0%, while the total return for the last 3 years was 0.56%.
Check Delaware Limited Probability Of Bankruptcy
Instrument Allocation
Delaware Limited Term Risk Profiles
| Mean Deviation | 0.0743 | |||
| Standard Deviation | 0.1063 | |||
| Variance | 0.0113 | |||
| Downside Variance | 0.0282 |
Delaware Limited Against Markets
Other Information on Investing in Delaware Mutual Fund
Delaware Limited financial ratios help investors to determine whether Delaware Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Delaware with respect to the benefits of owning Delaware Limited security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |