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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 expect 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-0.38% 3 years+10.10%
3 months+10.11% 5 years+9.03%
1 year-1.01% Since inception+8.55%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.03%+7.57%
Expense ratio1.97%1.26%
Risk 5 year sharpe ratio0.680.53
Net assets$1.3B$1.2B
Average market cap$3.5B$9.5B
Average P/E28.924.0
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. stock96.45%
International stock0.00%
Fixed income0.00%
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
BLKB Blackbaud Inc5.60%
SBH Sally Beauty Holdings Inc5.54%
JCOM J2 Global Inc5.39%
EQC Equity Commonwealth5.24%
GGG Graco Inc5.03%
ZBRA Zebra Technologies Corp5.03%
MSCI MSCI Inc4.76%
TECH Bio-Techne Corp4.62%
DIN DineEquity Inc4.58%
ABMD Abiomed Inc4.21%

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