Delaware Foundation® Growth Allocation Fund

Scorecard
3 / 5 Stars
Lipper
3 3 2 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.05 3.64 -3.59
Stocks 41.82 0.18 41.64
Bonds 11.55 0.0 11.55
Other 4.47 0.02 4.45
Foreign Bonds 8.1 0.0 8.1
Foreign Stocks 37.16 0.0 37.15
Convertible 0.4 0.0 0.4
Preferred 0.29 0.0 0.29

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Us 10yr Note Cbt Mar14 --- --- 2.53
Us 5yr Note Mar 14 --- --- 1.15
Google, Inc. Class A GOOG 7.32 0.86
Teva Pharmaceutical Industries Ltd ADR TEVA 22.45 0.83
Toyota Motor Corp TOYOF -7.87 0.83
Visa, Inc. Class A V -0.38 0.8
Aryzta AG ARZTF 10.62 0.78
Qualcomm, Inc. QCOM -0.36 0.77
Celgene Corporation CELG -5.14 0.77
MasterCard Incorporated Class A MA -8.03 0.75

Bond Ratings (%)

Updated 01.31.2014

Sector DFGAX
AAA 25.25
AA 2.35
A 8.08
BBB 30.75
BB 16.13
B 13.95
Below B 3.49
Other 0.0

See Also:

Top Delaware Investments Funds