| 28.88 Net Asset Value | -3.09% 1 Day | +30.15% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.45% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +2.14% | 3 years | +17.28% | |
| 3 months | +8.55% | 5 years | +26.60% | |
| 1 year | +37.17% | Since inception | +11.64% |
| DFRIX | Category | |
|---|---|---|
| Performance 5-yr return | +26.60% | +11.90% |
| Expense ratio | 1.45% | 1.36% |
| Risk 5 year sharpe ratio | 1.48 | 1.16 |
| Net assets | $1.4B | $1.3B |
| Average market cap | $3.7B | $8.3B |
| Average P/E | 25.8 | 24.8 |
| Portfolio turnover | 14% | 14% |
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| Fund family | Delaware Investments |
| Fund manager & tenure | Christopher Bonavico / 3 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 88.76% |
| International stock | 8.96% |
| Cash | 2.28% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Business service | 21.76% |
| Consumer service | 11.43% |
| Financial service | 11.24% |
| Consumer goods | 10.26% |
| Healthcare | 9.98% |
| CLB Core Laboratories N.V. | 6.34% |
| JCOM j2 Global Inc | 6.07% |
| AMG Affiliated Managers Group Inc | 5.99% |
| MSCI MSCI, Inc. | 5.27% |
| GGG Graco Incorporated | 4.99% |
| NSR NeuStar, Inc. | 4.91% |
| SBAC SBA Communications Corp | 4.82% |
| HPY Heartland Payment Systems, Inc. | 4.73% |
| TECH Techne Corporation | 4.56% |
| DIN DineEquity Inc | 4.47% |
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