| 26.35 Net Asset Value | -1.01% 1 Day | +15.42% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | 5.75 Sales Expenses | 1.25% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.30% | 3 years | +19.21% | |
| 3 months | +6.69% | 5 years | +10.80% | |
| 1 year | +19.77% | Since inception | +13.57% |
| DFCIX | Category | |
|---|---|---|
| Performance 5-yr return | +10.80% | +6.62% |
| Expense ratio | 1.25% | 1.37% |
| Risk 5 year sharpe ratio | 0.55 | 0.32 |
| Net assets | $1.2B | $1.1B |
| Average market cap | $3.4B | $7.1B |
| Average P/E | 23.6 | 19.0 |
| Portfolio turnover | 20% | 20% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Delaware Investments |
| Fund manager & tenure | Christopher Bonavico / 3 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 21.76% |
| Consumer service | 11.43% |
| Financial service | 11.24% |
| Consumer goods | 10.26% |
| Healthcare | 9.98% |
| AMG Affiliated Managers Group Inc | 6.41% |
| CLB Core Laboratories N.V. | 5.90% |
| JCOM j2 Global Inc | 5.43% |
| NSR NeuStar, Inc. | 5.12% |
| DIN DineEquity Inc | 5.10% |
| MSCI MSCI, Inc. | 5.06% |
| GGG Graco Incorporated | 5.00% |
| SBAC SBA Communications Corp | 4.85% |
| SBH Sally Beauty Holdings Inc | 4.79% |
| VRSN VeriSign, Inc. | 4.59% |
.
