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Delaware Smid Cap Growth Fund Class C (DEEVX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below 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 its portfolio managers believe 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).


1 month-2.15% 3 years+9.94%
3 months+5.00% 5 years+9.09%
1 year-1.82% Since inception+8.55%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.09%+7.57%
Expense ratio1.97%1.26%
Risk 5 year sharpe ratio0.680.53
Net assets$1.3B$1.2B
Average market cap$3.4B$9.5B
Average P/E29.024.8
Portfolio turnover8%8%

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Fund Management and Purchase Info

Fund familyDelaware Investments
Fund manager & tenureChristopher Bonavico / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock98.60%
Fixed income0.73%
International stock0.00%
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
SBH Sally Beauty Holdings Inc6.81%
EQC Equity Commonwealth5.49%
BLKB Blackbaud Inc5.42%
GGG Graco Inc5.34%
DIN DineEquity Inc5.12%
ZBRA Zebra Technologies Corp5.05%
TECH Bio-Techne Corp4.92%
PAY VeriFone Systems Inc4.73%
DNKN Dunkin' Brands Group Inc4.60%
ABMD Abiomed Inc4.48%

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