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| 17.82 Net Asset Value | +0.45% 1 Day | +17.16% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.46% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +4.85% | 3 years | +10.02% | |
| 3 months | +2.66% | 5 years | +11.57% | |
| 1 year | +11.37% | Since inception | +10.02% |
| DFRIX | Category | |
|---|---|---|
| Performance 5-yr return | +11.57% | +12.62% |
| Expense ratio | 1.46% | 1.23% |
| Risk 5 year sharpe ratio | 0.87 | 1.07 |
| Net assets | $889.2M | $1.4B |
| Average market cap | $3.6B | $11.4B |
| Average P/E | 27.7 | 28.4 |
| Portfolio turnover | 159% | 159% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Delaware Funds by Macquarie |
| Fund manager & tenure | W. Alexander Ely / 1 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 100.10% |
| Fixed income | 0.14% |
| International stock | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | 21.76% |
| Consumer service | 11.43% |
| Financial service | 11.24% |
| Consumer goods | 10.26% |
| Healthcare | 9.98% |
| MDXG MiMedx Group Inc | 5.07% |
| TTWO Take Two Interactive Software Inc | 4.96% |
| PCRX Pacira Pharmaceuticals Inc | 4.79% |
| WTW Weight Watchers International Inc | 3.86% |
| LGIH LGI Homes Inc | 3.71% |
| SPLK Splunk Inc | 3.51% |
| AMN AMN Healthcare Services Inc | 3.47% |
| NCLH Norwegian Cruise Line Holdings Ltd | 3.47% |
| WYNN Wynn Resorts | 3.39% |
| ALGN Align Technology Inc | 3.35% |
