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Benchmark SP 500  1,652   12.77  Index Moved Up 0.78% United States ...


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Collecting data for DMOBX

Delaware quote and profile

 
 Companies |  Insiders  | Dashboard  
     
12.6
  
FUND
0.00  No Change   0.00%  
Last 1 Month(s)
12.5912.92
 

Diversification Suggestion

Use Delaware to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze Delaware TaxFree MN B Trend or Check current 30 days Delaware correlation with market (S&P 500)
1 Month Beta 0.04  
Highest Price:  
Lowest Price:  
12.92  
12.59  
May 20 2013 
June 13 2013 
As returns on market increase, Delaware returns are expected to increase less than the market. However during bear market, the loss on holding Delaware will be expected to be smaller as well.
Delaware TaxFree MN B Small BetaDelaware TaxFree MN B Beta Legend
DMOBX United States NASDAQ
Delaware TaxFree MN B
Delaware Investments
Muni Minnesota
Benchmark S&P 500
Contact Number: 800. 523. 1918
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset639.68 M
 United States Russel   1.23 % Macroaxis: change 1.23 Moved Up  
 
 United States SP 500   0.78 % Macroaxis: 0.78 Moved Up  
 
 United States NYSE   0.66 % Macroaxis: 0.66 Moved Up  
 
 thisGreen DMOBX DMOBX agains markets  0.00 % No Change  
Compare to Competition Alpha & Beta   Get Advice
    
Stephen Czepiel  Money Manager
Fund Manager since July 15, 2007
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, he was vice president at both Mesirow Financial and...
    

Delaware Price and Market Media

The median price of Delaware for the period between Sun, May 19, 2013 and Tue, Jun 18, 2013 is 12.78 with a coefficient of variation of 0.88. The daily time series for the period is distributed with a sample standard deviation of 0.11, arithmetic mean of 12.76, and mean deviation of 0.09. The Fund did not receive any noticable media coverage during the period.
Delaware         SP 500
Price Growth (%)
 
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Delaware Summary

Delaware TaxFree MN B [DMOBX] is traded in USA and was established in March 12, 1995. The fund is listed under Muni Minnesota category and is part of Delaware Investments family. This fund currently has accumulated 639.68 M in assets under management (AUM) with minimum initial investment of 1 K. Delaware TaxFree MN B is currently producing year-to-date (YTD) return of 0.81% with the current yeild of 2.86%, while the total return for the last 3 years was 6.34%.

Fund Instrument Allocation for Delaware

The fund invests most of its asset under management in bonds or other fixed income securities. .
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Delaware Research Report

Delaware vs. Franklin

Correlation analysis and fundamentals comparison between Delaware TaxFree MN B and Franklin MN TaxFree A

Delaware Asset Under Management

Delaware TaxFree MN B is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Muni Minnesota category is currently estimated at about 8.21 Billion. Delaware holds roughly 639.68 Million in net asset claiming about 8% of funds under Muni Minnesota category.

Delaware Fundamentals

Cash Position Weight vs Net Asset
Year to Date Return vs Minimum Initial Investment
Cash Position Weight vs Annual Yield
One Year Return vs Minimum Initial Investment

Delaware vs Competition

Delaware vs. Franklin MN TaxFree Inc A

Delaware June 18 2013 Opportunity Range

Downside Deviation0.234
Information Ratio(0.34)
Maximum Drawdown0.3943
Value At Risk(0.31)

 
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