Delaware Healthcare Fund Quote
| DLRHX Fund | USD 23.93 0.02 0.08% |
PerformanceModest
| Odds Of DistressLow
|
Delaware Healthcare is trading at 23.93 as of the 23rd of March 2025; that is 0.08% down since the beginning of the trading day. The fund's open price was 23.95. Delaware Healthcare has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its assets, plus the amount of any borrowings for investment purposes, in the equity securities of healthcare companies, meaning companies that develop, produce, or distribute products or services related to the healthcare or medical industries and derive a substantial portion, that is, more than 50, of their sales from products and services in the healthcare industry . More on Delaware Healthcare Fund
Moving together with Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Thematic Idea | Healthcare Funds (View all Themes) |
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Blend Funds, Health Funds, Healthcare Funds, Health, Delaware Funds by Macquarie, Large Blend, Health (View all Sectors) |
| Update Date | 31st of March 2025 |
Delaware Healthcare Fund [DLRHX] is traded in USA and was established 23rd of March 2025. Delaware Healthcare is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Health category and is part of Delaware Funds by Macquarie family. The entity is thematically classified as Healthcare Funds. This fund currently has accumulated 934.76 M in assets under management (AUM) with no minimum investment requirementsDelaware Healthcare is currently producing year-to-date (YTD) return of 3.08%, while the total return for the last 3 years was 7.24%.
Check Delaware Healthcare 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 Healthcare Fund 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 Healthcare Fund Mutual Fund Constituents
| CHGCF | Chugai Pharmaceutical Co | Pink Sheet | Drug Manufacturers—General | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| GILD | Gilead Sciences | Stock | Health Care | |
| ARRY | Array Technologies | Stock | Industrials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Delaware Healthcare Risk Profiles
| Mean Deviation | 0.6343 | |||
| Semi Deviation | 0.7548 | |||
| Standard Deviation | 0.8335 | |||
| Variance | 0.6947 |
Delaware Healthcare Against Markets
Other Information on Investing in Delaware Mutual Fund
Delaware Healthcare financial ratios help investors to determine whether Delaware Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Delaware with respect to the benefits of owning Delaware Healthcare security.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |