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Delaware Smid Cap Growth Fund Class A (DFCIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
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).


1 month-1.81% 3 years+4.95%
3 months+3.71% 5 years+7.97%
1 year+1.88% Since inception+13.02%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+7.97%+11.79%
Expense ratio1.19%1.25%
Risk 5 year sharpe ratio0.750.88
Net assets$973.7M$1.3B
Average market cap$3.6B$10.0B
Average P/E24.927.4
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


U.S. stock99.73%
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
URI United Rentals Inc5.76%
BC Brunswick Corp4.29%
YELP Yelp Inc4.10%
NTNX Nutanix Inc3.88%
PCRX Pacira Pharmaceuticals Inc3.66%
TREX Trex Company Inc3.60%
FANG Diamondback Energy Inc3.59%
AMWD American Woodmark Corp3.59%
ANET Arista Networks Inc3.57%
LII Lennox International Inc3.33%