Delaware Value Mutual Fund Money Managers
| DDZRX Fund | USD 17.22 0.08 0.46% |
Delaware Value is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Delaware Value investing strategy and managing its portfolio trading activities. Break down of Delaware Value's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Delaware Value's future under-performance.
| D Nutt Executive Fund Manager |
| More |
| Robert Vogel Executive Fund Manager |
| More |
Delaware |
Delaware Value Net Asset Comparison
Delaware Value is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 17.03 Billion. Delaware Value totals roughly 13.78 Billion in net asset claiming about 81% of funds under Large Value category.
Delaware Value Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Delaware Value Price Series Summation is a cross summation of Delaware Value price series and its benchmark/peer.
Delaware Value Notable Stakeholders
A Delaware Value stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Delaware Value often face trade-offs trying to please all of them. Delaware Value's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Delaware Value's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| D Nutt | Fund Manager | Profile | |
| Robert Vogel | Fund Manager | Profile |
About Delaware Value Management Performance
The success or failure of an entity such as Delaware Value often depends on how effective the management is. Delaware Value management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Delaware management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Delaware management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 securities of large-capitalization companies . It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The funds advisor currently defines large-capitalization stocks as those with market capitalizations of 5 billion or greater at the time of purchase.
Please note that past performance is not an indicator of the future performance of Delaware Value, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Delaware Value. 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 metropolitan statistical area. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.