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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.02 | 1.02 | 0.00 |
Stocks | 98.98 | 98.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.17 | 15.55 |
Price to Book | 2.61 | 2.43 |
Price to Sales | 1.41 | 1.65 |
Price to Cash Flow | 12.09 | 10.25 |
Dividend Yield | 2.35 | 2.60 |
5 Years Earnings Growth | 8.59 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.65 | 12.74 |
Healthcare | 17.79 | 15.36 |
Financial Services | 12.48 | 20.41 |
Industrials | 12.41 | 11.72 |
Consumer Cyclical | 9.09 | 6.44 |
Consumer Defensive | 8.26 | 8.59 |
Communication Services | 6.08 | 5.44 |
Energy | 5.80 | 8.35 |
Basic Materials | 3.24 | 3.78 |
Utilities | 3.12 | 5.20 |
Real Estate | 3.08 | 3.73 |
Number of long holdings: 37
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DuPont De Nemours | US26614N1028 | 3.21 | 87.54 | +0.46% | |
Northrop Grumman | US6668071029 | 3.15 | 536.74 | -0.16% | |
Motorola | US6200763075 | 3.15 | 450.30 | +0.26% | |
Lowe’s | US5486611073 | 3.14 | 267.76 | -0.91% | |
Cognizant A | US1924461023 | 3.14 | 77.14 | +0.80% | |
Electronic Arts | US2855121099 | 3.14 | 142.70 | +1.43% | |
Travelers | US89417E1091 | 3.14 | 236.21 | +1.25% | |
Allstate | US0200021014 | 3.12 | 190.57 | +1.45% | |
Fidelity National Info | US31620M1062 | 3.12 | 84.63 | +1.10% | |
Cigna | US1255231003 | 3.12 | 341.70 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.53B | 9.44 | 2.54 | 8.97 | ||
Delaware Emerging Markets Instl | 3.01B | 13.71 | -1.26 | 3.74 | ||
Delaware Small Cap Value Instl | 2.55B | 11.45 | 4.91 | 7.42 | ||
Optimum Large Cap Growth Instl | 1.98B | 21.72 | 4.18 | 13.08 | ||
Delaware Value Inst | 1.76B | 10.46 | 5.04 | 7.49 |
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