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Delaware Smid Cap Growth Fund Class C (DEEVX)

8.85
Net Asset Value
+0.91%
1 Day
-52.37%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.94%
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+6.35% 3 years+3.29%
3 months-10.13% 5 years+9.47%
1 year-1.61% Since inception+8.10%
Data through --

Peer Comparisonvs. Mid-cap growth

 DEEVXCategory
Performance 5-yr return+9.47%+13.89%
Expense ratio1.94%1.26%
Risk 5 year sharpe ratio0.740.91
Net assets$1.0B$1.2B
Average market cap$3.1B$9.6B
Average P/E24.524.4
Portfolio turnover24%24%

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Fund Management and Purchase Info

Fund familyDelaware Investments
Fund manager & tenureW. Alexander Ely / 0 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock99.86%
Fixed income0.08%
Cash0.06%
International stock0.00%
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
URI United Rentals Inc4.74%
ACIA Acacia Communications Inc4.43%
AMBA Ambarella Inc4.36%
ANET Arista Networks Inc4.31%
NOW ServiceNow Inc4.23%
ICPT Intercept Pharmaceuticals Inc3.82%
BETR Amplify Snack Brands Inc3.73%
AMWD American Woodmark Corp3.66%
JACK Jack in the Box Inc3.54%
NTNX Nutanix Inc3.52%