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| 26.77 Net Asset Value | -1.04% 1 Day | +4.98% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.44% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -2.65% | 3 years | +8.28% | |
| 3 months | +6.02% | 5 years | +13.27% | |
| 1 year | +10.32% | Since inception | +10.83% |
| DFRIX | Category | |
|---|---|---|
| Performance 5-yr return | +13.27% | +7.93% |
| Expense ratio | 1.44% | 1.26% |
| Risk 5 year sharpe ratio | 0.98 | 0.82 |
| Net assets | $1.2B | $1.2B |
| Average market cap | $3.4B | $10.1B |
| Average P/E | 27.7 | 25.5 |
| Portfolio turnover | 24% | 24% |
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| Fund family | Delaware Investments |
| Fund manager & tenure | W. Alexander Ely / 0 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 90.67% |
| Cash | 9.33% |
| International stock | 0.00% |
| 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% |
| TECH Bio-Techne Corp | 6.12% |
| SBH Sally Beauty Holdings Inc | 6.07% |
| EQC Equity Commonwealth | 5.05% |
| GGG Graco Inc | 4.85% |
| DIN DineEquity Inc | 4.57% |
| BLKB Blackbaud Inc | 4.51% |
| DNKN Dunkin' Brands Group Inc | 4.36% |
| JCOM J2 Global Inc | 4.03% |
| CLB Core Laboratories NV | 4.02% |
| -- | 3.79% |
