FHELX
Delaware Hedged U.S. Equity Opportunities Fund Class R6
$9.44
Delaware Hedged U.S. Equity Opportunities Fund Class R6 (FHELX) Holdings
- Holdings Count
- 292
- Total Assets
- 22.48M
- Top 10 Percentage
- 23.28%
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
| Name | Market Value | Price & Change | Follow | ||||||
|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft | 4.42% | $985.75K | ― | $3.87T | 2.32% | Strong Buy | $632.48 | ||
| NVDANvidia Corporation | 3.41% | $760.80K | ― | $4.19T | -14.25% | Moderate Buy | $254.84 | ||
| AAPLApple Inc | 2.96% | $659.17K | ― | $5.17T | 29.77% | Moderate Buy | $345.57 | ||
| AMZNAmazon.Com, Inc. | 2.90% | $646.84K | ― | $2.88T | 9.52% | Strong Buy | $324.9 | ||
| GOOGLAlphabet Inc. Class A | 2.03% | $453.39K | ― | $3.57T | 4.18% | Strong Buy | $398.3 | ||
| METAMeta Platforms, Inc. | 1.98% | $441.39K | ― | $1.61T | 2.40% | Strong Buy | $859.32 | ||
| AMTAmerican Tower Corporation | 1.49% | $332.15K | ― | $88.23B | 3.51% | Strong Buy | $215.94 | ||
| UNHUnitedhealth Group Inc. | 1.40% | $311.17K | ― | $361.04B | 19.49% | Strong Buy | $482.69 | ||
| CBChubb Ltd | 1.36% | $303.96K | ― | $141.50B | 26.05% | Hold | $373.67 | ||
| USD_CASHGoldman Sachs Financial Square Government Fund | 1.32% | $294.40K | ― | ― | ― | ― | ― |
Sector Breakdown
- Technology23.14%
- Financial12.97%
- Healthcare11.44%
- Industrials10.44%
- Consumer Cyclical10.14%
- Communication Services8.09%
- Consumer Defensive6.90%
- General5.29%
- Basic Materials4.00%
- Energy3.59%
- Real Estate2.96%
- Utilities1.05%
Countries Breakdown
- United States91.27%
- Canada1.48%
- United Kingdom0.61%
- Hong Kong0.37%
- Spain0.34%
- Switzerland0.28%
- France0.21%
Breakdown By Smart Score
The weighted average smart score of the FHELX Mutual Fund is 7
- 108.51%
- 921.03%
- 818.59%
- 720.96%
- 615.46%
- 58.15%
- 42.03%
- 30.81%
- 23.18%
- 11.29%
FHELX Mutual Funds FAQ
What are Mutual Funds FHELX’s top 3 holdings?
FHELX’s top 3 holdings are MSFT, NVDA, AAPL.
What is Mutual Funds FHELX’s holdings count?
Mutual Funds FHELX’s is holdings 292 different assets.
What are the total assets of Mutual Funds FHELX?
Mutual Funds FHELX’s total assets are 22.48M.
