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Macquarie Value R (DDVRX)

12.80
+0.81
+(6.76%)
At close: 8:00:34 PM EDT
Loading Chart for DDVRX
  • Previous Close 11.99
  • YTD Return -0.08%
  • Expense Ratio 1.22%
  • Category Large Value
  • Last Cap Gain 54.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.42B
  • Beta (5Y Monthly) 0.76
  • Yield 1.25%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.04
  • Inception Date May 1, 2002

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies (the 80% policy). It invests primarily in securities of large-capitalization companies that the Manager believes have long-term capital appreciation potential. The fund's advisor currently defines large-capitalization stocks as those with market capitalizations of $5 billion or greater at the time of purchase.

Macquarie

Fund Family

Large Value

Fund Category

2.42B

Net Assets

2002-05-01

Inception Date

Performance Overview: DDVRX

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Trailing returns as of 4/8/2025. Category is Large Value.

YTD Return

DDVRX
0.08%
Category
4.44%
 

1-Year Return

DDVRX
1.73%
Category
14.37%
 

3-Year Return

DDVRX
1.20%
Category
6.04%
 

5-Year Return

DDVRX
11.44%
Category
9.20%
 

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Holdings: DDVRX

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Sector Weightings

SectorDDVRX
Technology   21.19%
Healthcare   15.38%
Industrials   12.04%
Energy   6.32%
Utilities   3.34%
Real Estate   3.15%

Recent News: DDVRX

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Research Reports: DDVRX

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