Delaware Limited Term Diversified Fund Quote

DLTZX Fund  USD 7.79  0.01  0.13%   

Performance

3 of 100

 
Low
 
High
Insignificant

Odds Of Distress

Less than 44

 
100  
 
Zero
Below Average
Delaware Limited-term is trading at 7.79 as of the 29th of March 2024; that is -0.13% down since the beginning of the trading day. The fund's open price was 7.8. Delaware Limited-term has about a 44 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 Limited Term Diversified are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 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

  0.75DHIZX Delaware High YieldPairCorr
  0.73DHIRX Delaware High-yieldPairCorr
  0.73DHOIX Delaware High-yieldPairCorr
  0.76DHOCX Delaware High-yieldPairCorr

Delaware 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. Delaware Limited-term's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Delaware Limited-term or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationDelaware Funds by Macquarie Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Delaware Funds by Macquarie (View all Sectors)
Update Date31st of March 2024
Delaware Limited Term Diversified [DLTZX] is traded in USA and was established 29th of March 2024. Delaware Limited-term 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. This fund currently has accumulated 564.88 M in assets under management (AUM) with no minimum investment requirementsDelaware Limited-term is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.0%, while the total return for the last 3 years was 0.62%.
Check Delaware Limited-term Probability Of Bankruptcy

Instrument Allocation

Delaware Limited-term Target Price Odds Analysis

Based on a normal probability distribution, the odds of Delaware Limited-term jumping above the current price in 90 days from now is about 15.5%. The Delaware Limited Term Diversified probability density function shows the probability of Delaware Limited-term mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Delaware Limited-term has a beta of 0.0489 suggesting as returns on the market go up, Delaware Limited-term average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Delaware Limited Term Diversified will be expected to be much smaller as well. Additionally, delaware Limited Term Diversified has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 7.79HorizonTargetOdds Above 7.79
82.07%90 days
 7.79 
15.50%
Based on a normal probability distribution, the odds of Delaware Limited-term to move above the current price in 90 days from now is about 15.5 (This Delaware Limited Term Diversified probability density function shows the probability of Delaware Mutual Fund to fall within a particular range of prices over 90 days) .

Delaware Limited-term Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Delaware Limited-term market risk premium is the additional return an investor will receive from holding Delaware Limited-term 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 Limited-term. 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 Limited-term's alpha and beta are two of the key measurements used to evaluate Delaware Limited-term's performance over the market, the standard measures of volatility play an important role as well.

Delaware Limited-term Against Markets

Picking the right benchmark for Delaware Limited-term 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 Limited-term 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 Limited-term is critical whether you are bullish or bearish towards Delaware Limited Term Diversified at a given time. Please also check how Delaware Limited-term's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Delaware Limited-term without increasing your portfolio risk or giving up the 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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How to buy Delaware Mutual Fund?

Before investing in Delaware Limited-term, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Delaware Limited-term. To buy Delaware Limited-term fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Delaware Limited-term. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Delaware Limited-term fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Delaware Limited Term Diversified fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Delaware Limited Term Diversified fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Delaware Limited Term Diversified, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Delaware Limited Term Diversified?

The danger of trading Delaware Limited Term Diversified is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Delaware Limited-term is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Delaware Limited-term. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Delaware Limited-term is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Delaware Limited Term Diversified. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Delaware Limited-term information on this page should be used as a complementary analysis to other Delaware Limited-term'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 the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Delaware Mutual Fund analysis

When running Delaware Limited-term's price analysis, check to measure Delaware Limited-term'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 Limited-term is operating at the current time. Most of Delaware Limited-term's value examination focuses on studying past and present price action to predict the probability of Delaware Limited-term's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Delaware Limited-term's price. Additionally, you may evaluate how the addition of Delaware Limited-term to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Delaware Limited-term's value and its price as these two are different measures arrived at by different means. Investors typically determine if Delaware Limited-term is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Delaware Limited-term'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.