Delaware Mutual Fund Quote

DLMCX -  USA Fund  

USD 7.51  0.02  0.27%

Delaware Mid-Cap is trading at 7.51 as of the 19th of October 2021; that is 0.27% increase since the beginning of the trading day. The fund's open price was 7.49. Delaware Mid-Cap has about a 43 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Delaware Mid-Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of August 2021 and ending today, the 19th of October 2021. Click here to learn more.
 Market Performance
7 of 100
  Odds Of Distress
Less than 43
The fund invests primarily in investments of medium-sized companies whose stock prices appear low relative to their underlying value or future potential. Delaware Mid-Cap is traded on NASDAQ Exchange in the United States.. More on Delaware Mid-Cap Value

Delaware Mid-Cap Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Delaware Mid-Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Delaware Mid-Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
The fund generated three year return of -3.0%
Delaware Mid-Cap Value retains 98.76% of its assets under management (AUM) in equities
Legal NameDelaware Mid-Cap Value
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Delaware Mid-Cap's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldOvervalued
Beta In Three Year1.27
Startdate1st of February 2008
Delaware Mid-Cap Value [DLMCX] is traded in USA and was established 19th of October 2021. The fund is listed under Mid-Cap Value category and is part of Delaware Funds by Macquarie family. Delaware Mid-Cap Value currently has accumulated 81.36 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was -3.17%.
Check Delaware Mid-Cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Delaware Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Delaware Mid-Cap , and the less return is expected.

Top Delaware Mid-Cap Value Constituents

Delaware Mid-Cap Target Price Odds Analysis

What are Delaware Mid-Cap's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Delaware Mid-Cap jumping above the current price in 90 days from now is about 1.15%. The Delaware Mid-Cap Value probability density function shows the probability of Delaware Mid-Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Delaware Mid-Cap Value has a beta of -0.1715 suggesting as returns on benchmark increase, returns on holding Delaware Mid-Cap are expected to decrease at a much lower rate. During the bear market, however, Delaware Mid-Cap Value is likely to outperform the market. Additionally, the company has an alpha of 0.0964, implying that it can generate a 0.0964 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 7.51HorizonTargetOdds Up 7.51 
98.79%90 days
Based on a normal probability distribution, the odds of Delaware Mid-Cap to move above the current price in 90 days from now is about 1.15 (This Delaware Mid-Cap Value probability density function shows the probability of Delaware Mutual Fund to fall within a particular range of prices over 90 days) .

Delaware Mid-Cap Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Delaware Mid-Cap market risk premium is the additional return an investor will receive from holding Delaware Mid-Cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Delaware Mid-Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Delaware Mid-Cap's alpha and beta are two of the key measurements used to evaluate Delaware Mid-Cap's performance over the market, the standard measures of volatility play an important role as well.

Delaware Mid-Cap Against Markets

Picking the right benchmark for Delaware Mid-Cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Delaware Mid-Cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Delaware Mid-Cap is critical whether you are bullish or bearish towards Delaware Mid-Cap Value at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Delaware Mid-Cap without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Continue to Investing Opportunities. Note that the Delaware Mid-Cap Value information on this page should be used as a complementary analysis to other Delaware Mid-Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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When running Delaware Mid-Cap Value price analysis, check to measure Delaware Mid-Cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Delaware Mid-Cap is operating at the current time. Most of Delaware Mid-Cap's value examination focuses on studying past and present price action to predict the probability of Delaware Mid-Cap's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Delaware Mid-Cap's price. Additionally, you may evaluate how the addition of Delaware Mid-Cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Delaware Mid-Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine Delaware Mid-Cap value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Delaware Mid-Cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.