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Delaware Smid Cap Growth Fund Class C (DEEVX)

9.42
Net Asset Value
-1.15%
1 Day
+10.56%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.96%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of growth-oriented companies that the manager believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies (80% policy).

Performance

1 month+2.28% 3 years+6.90%
3 months-0.95% 5 years+9.19%
1 year-0.92% Since inception+8.22%
Data through --

Peer Comparisonvs. Mid-cap growth

 DEEVXCategory
Performance 5-yr return+9.19%+12.72%
Expense ratio1.96%1.24%
Risk 5 year sharpe ratio0.811.05
Net assets$884.9M$1.4B
Average market cap$3.3B$11.4B
Average P/E26.628.1
Portfolio turnover159%159%

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Fund Management and Purchase Info

Fund familyDelaware Funds by Macquarie
Fund manager & tenureW. Alexander Ely / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock100.09%
International stock0.00%
Fixed income0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service 21.76%
Consumer service 11.43%
Financial service 11.24%
Consumer goods 10.26%
Healthcare 9.98%
Top 10 Holdings
Portfolio weighting
MDXG MiMedx Group Inc5.18%
PCRX Pacira Pharmaceuticals Inc4.95%
JBLU JetBlue Airways Corp4.68%
LGIH LGI Homes Inc4.25%
AMN AMN Healthcare Services Inc4.10%
ALGN Align Technology Inc3.88%
TTWO Take Two Interactive Software Inc3.85%
AMWD American Woodmark Corp3.76%
ANET Arista Networks Inc3.68%
BETR Amplify Snack Brands Inc3.68%