DDIAX : Delaware Wealth Builder Fund Class A

DDIAX is a Allocation Market All-In-One with HIGH fees.

DDIAX

Delaware Wealth Builder Fund Class A

FI Score

32 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

32% FI Score
  • ddiax
  • Mutual Fund
  • Allocation
  • All-In-One

Delaware Wealth Builder Fund Class A

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide high current income and an investment that has the potential for capital appreciation. Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, and U.S. government securities.

Largest Holdings

Amount Holding
1.65% Microsoft Corp
1.61% Amazon.com Inc
1.51% ConocoPhillips
1.45% DuPont de Nemours Inc
1.39% Truist Financial Corp
1.38% American International Group Inc
1.36% Pfizer Inc
1.35% The Walt Disney Co
1.35% Broadcom Inc
1.34% Archer-Daniels Midland Co
1.33% Lowe's Companies Inc
1.33% Cigna Corp
1.32% Marsh & McLennan Companies Inc
1.31% Intel Corp
1.31% Caterpillar Inc
1.30% Conagra Brands Inc
1.30% Bank of New York Mellon Corp
1.29% Brookdale Senior Living Inc
1.29% Comcast Corp Class A
1.27% Raytheon Technologies Corp
1.27% Oracle Corp
1.27% Mondelez International Inc Class A
1.27% CVS Health Corp
1.26% Allstate Corp
1.26% Cisco Systems Inc

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