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Delaware Pooled High-yield Bond: (MF: DPHYX)

(MF) As of Jun 21, 2017 06:05 PM ET

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$7.85 USD

-0.02 (-0.25%)

Zacks MF Rank 2-Buy   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of May 31, 2017

Total Return %* Percentile Rank Objective
YTD 4.38 22
3 months 1.81 15
6 months 6.18 21
1 Year 12.04 28
3 Year 2.62 63
5 Year 6.43 20
10 Year 7.13 3

* Annual for three years and beyond.

Zacks Premium Research for DPHYX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 3.30
% Yield 5.43
% SEC Yield 5.53
Net Assets (Mil $) 5/31/2017 109.90
%Turnover 5/31/2017 119.00

Risk

3 Year 5 Year 10 Year
Beta 0.38 0.53 0.83
Alpha 1.64 5.21 3.78
R Squared 0.04 0.09 0.08
Std. Dev. 5.61 5.14 10.61
Sharpe 0.45 1.25 2.00

Sector / Country Weightings

As of 5/31/2017 % of Portfolio
NA NA

Portfolio Holdings

Top Holdings (As of 1/31/2017) % of Portfolio Value (Mil$)
FED HOME LOAN BANK 2.26 5.42
PRIME SEC SRVCS BORROWER 1.29 3.09
FIRST DATA 144A 1.27 3.05
BOYD GAMING 144A 1.12 2.69
SFR GRP 144A 1.05 2.51
APPLIED SYS 2ND LIEN 0.97 2.32
HCA 0.96 2.30
TRANSDIGM 144A 0.91 2.18
FREEPORT MCMORAN 144A 0.87 2.08
GARDNER DENVER 144A 0.85 2.03

Stock Holding % of Net Assets

As Of 1/31/2017
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA