FIUTX : Delaware Equity Income Fund Class A

FIUTX is a US Stocks Market Large Value with HIGH fees.

FIUTX

Delaware Equity Income Fund Class A

FI Score

32 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

32% FI Score
  • fiutx
  • Mutual Fund
  • US Stocks
  • Large Value

Delaware Equity Income Fund Class A

Expenses: 1.21% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks total return. The fund invests, under normal circumstances, primarily in companies that the adviser believes are undervalued in the market relative to their long term potential. Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equities. For purposes of this 80% policy, equities may include common stock, preferred stock, equity-based exchange-traded funds (ETFs) and instruments that are convertible into common stock, or other instruments that represent an equity position in an issuer.

Largest Holdings

Amount Holding
3.57% ConocoPhillips
3.26% Lowe's Companies Inc
3.25% Broadcom Inc
3.21% CVS Health Corp
3.20% Cisco Systems Inc
3.19% Marsh & McLennan Companies Inc
3.17% Archer-Daniels Midland Co
3.17% Allstate Corp
3.14% Pfizer Inc
3.13% Oracle Corp
3.13% DuPont de Nemours Inc
3.07% Mondelez International Inc Class A
3.05% Bank of New York Mellon Corp
3.04% Cardinal Health Inc
3.00% Cigna Corp
2.98% Conagra Brands Inc
2.98% Johnson & Johnson
2.94% Verizon Communications Inc
2.93% Northrop Grumman Corp
2.92% Edison International
2.92% Dollar Tree Inc
2.89% Equity Residential
2.88% The Walt Disney Co
2.84% Merck & Co Inc
2.84% Intel Corp

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