Delaware Emerging Markets Fund Quote
| DEMIX Fund | USD 21.01 0.38 1.84% |
Performance17 of 100
| Odds Of DistressLess than 15
|
Delaware Emerging is trading at 21.01 as of the 19th of April 2024; that is 1.84 percent increase since the beginning of the trading day. The fund's open price was 20.63. Delaware Emerging has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Delaware Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests primarily in a broad range of equity securities of companies located in emerging market countries. Emerging market countries include those currently considered to be developing by the World Bank, the United Nations, or the countries governments. More on Delaware Emerging Markets
Moving together with Delaware Mutual Fund
| 0.86 | OASGX | Optimum Small Mid | PairCorr |
| 0.87 | OASVX | Optimum Small Mid | PairCorr |
| 0.74 | DHIZX | Delaware High Yield | PairCorr |
| 0.64 | DHIRX | Delaware High Yield | PairCorr |
| 0.71 | DHOIX | Delaware High Yield | PairCorr |
| 0.67 | DHOCX | Delaware High Yield | PairCorr |
| 0.66 | DHOAX | Delaware High Yield | PairCorr |
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 Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Delaware Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of March 2024 |
Delaware Emerging Markets [DEMIX] is traded in USA and was established 19th of April 2024. Delaware Emerging is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 5.49 B in assets under management (AUM) with no minimum investment requirementsDelaware Emerging Markets is currently producing year-to-date (YTD) return of 8.83% with the current yeild of 0.03%, while the total return for the last 3 years was -4.72%.
Check Delaware Emerging 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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Delaware Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Delaware Emerging Markets Mutual Fund Constituents
| SOHU | SohuCom | Stock | Communication Services |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
| JD | JD Inc Adr | Stock | Consumer Discretionary |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
| BIDU | Baidu Inc | Stock | Communication Services |
Delaware Emerging Target Price Odds Analysis
Based on a normal probability distribution, the odds of Delaware Emerging jumping above the current price in 90 days from now is about 23.04%. The Delaware Emerging Markets probability density function shows the probability of Delaware Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Delaware Emerging has a beta of 0.932 suggesting Delaware Emerging Markets market returns are sensitive to returns on the market. As the market goes up or down, Delaware Emerging is expected to follow. Additionally, delaware Emerging Markets has an alpha of 0.1392, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Delaware Emerging to move above the current price in 90 days from now is about 23.04 (This Delaware Emerging Markets probability density function shows the probability of Delaware Mutual Fund to fall within a particular range of prices over 90 days) .
Delaware Emerging Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Delaware Emerging market risk premium is the additional return an investor will receive from holding Delaware Emerging 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 Emerging. 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 Emerging's alpha and beta are two of the key measurements used to evaluate Delaware Emerging's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7482 | |||
| Semi Deviation | 0.6239 | |||
| Standard Deviation | 0.9356 | |||
| Variance | 0.8754 |
Delaware Emerging Against Markets
Picking the right benchmark for Delaware Emerging 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 Emerging 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 Emerging is critical whether you are bullish or bearish towards Delaware Emerging Markets at a given time. Please also check how Delaware Emerging'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 Emerging 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.Did you try this?
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How to buy Delaware Mutual Fund?
Before investing in Delaware Emerging, 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 Emerging. To buy Delaware Emerging fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Delaware Emerging. 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 Emerging fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Delaware Emerging Markets 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 Emerging Markets 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 Emerging Markets, 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 Emerging Markets?
The danger of trading Delaware Emerging Markets 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 Emerging 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 Emerging. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Delaware Emerging Markets 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 Emerging Markets. 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 gross domestic product. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.