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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.95 | 2.95 | 0.00 |
Shares | 97.05 | 97.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.02 | 15.20 |
Price to Book | 2.38 | 2.41 |
Price to Sales | 1.34 | 1.62 |
Price to Cash Flow | 11.23 | 10.08 |
Dividend Yield | 2.59 | 2.62 |
5 Years Earnings Growth | 8.45 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.03 | 15.36 |
Technology | 19.00 | 12.49 |
Financial Services | 15.68 | 20.49 |
Industrials | 9.97 | 11.90 |
Consumer Defensive | 9.11 | 8.47 |
Consumer Cyclical | 8.97 | 6.48 |
Communication Services | 5.88 | 5.50 |
Basic Materials | 3.25 | 3.92 |
Energy | 3.19 | 8.35 |
Utilities | 3.15 | 5.03 |
Real Estate | 2.79 | 3.61 |
Number of long holdings: 37
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AIG | US0268747849 | 3.38 | 79.98 | +1.91% | |
Travelers | US89417E1091 | 3.36 | 215.88 | +0.95% | |
Honeywell | US4385161066 | 3.33 | 195.00 | -0.41% | |
Cognizant A | US1924461023 | 3.30 | 66.42 | +0.26% | |
Motorola | US6200763075 | 3.30 | 349.57 | -1.17% | |
Allstate | US0200021014 | 3.29 | 170.07 | +1.12% | |
Merck&Co | US58933Y1055 | 3.28 | 127.56 | +0.04% | |
TJX | US8725401090 | 3.24 | 97.44 | +2.45% | |
J&J | US4781601046 | 3.24 | 148.57 | -0.47% | |
Oracle | US68389X1054 | 3.23 | 118.36 | +2.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Delaware Small Cap Core I | 5.35B | 2.08 | 2.19 | 8.34 | ||
Delaware Emerging Markets Instl | 2.75B | 9.50 | -4.35 | 4.61 | ||
Delaware Small Cap Value Instl | 2.57B | 6.17 | 4.53 | 7.33 | ||
Optimum Large Cap Growth Instl | 1.84B | 12.38 | 6.76 | 13.09 | ||
Optimum Large Cap Value Instl | 1.72B | 9.61 | 9.19 | 8.35 |
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