| 28.87 Net Asset Value | +0.24% 1 Day | -3.93% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.44% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.35% | 3 years | +13.92% | |
| 3 months | +0.84% | 5 years | +26.41% | |
| 1 year | +22.69% | Since inception | +11.42% |
| DFRIX | Category | |
|---|---|---|
| Performance 5-yr return | +26.41% | +20.80% |
| Expense ratio | 1.44% | 1.36% |
| Risk 5 year sharpe ratio | 1.59 | 1.39 |
| Net assets | $1.4B | $1.3B |
| Average market cap | $3.6B | $8.6B |
| Average P/E | 27.7 | 26.7 |
| Portfolio turnover | 14% | 14% |
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| Fund family | Delaware Investments |
| Fund manager & tenure | Christopher Bonavico / 4 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 86.18% |
| International stock | 9.84% |
| Cash | 3.98% |
| 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% |
| JCOM j2 Global Inc | 5.60% |
| HPY Heartland Payment Systems, Inc. | 5.42% |
| MSCI MSCI, Inc. | 5.22% |
| DIN DineEquity Inc | 4.95% |
| SBAC SBA Communications Corp | 4.92% |
| TECH Techne Corporation | 4.91% |
| CLB Core Laboratories N.V. | 4.84% |
| AMG Affiliated Managers Group Inc | 4.71% |
| GGG Graco Incorporated | 4.66% |
| VRSN VeriSign, Inc. | 4.65% |
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