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| 16.61 Net Asset Value | 0.00% 1 Day | +9.20% 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 | -3.04% | 3 years | +6.42% | |
| 3 months | +4.14% | 5 years | +9.49% | |
| 1 year | -2.85% | Since inception | +9.85% |
| DFRIX | Category | |
|---|---|---|
| Performance 5-yr return | +9.49% | +12.72% |
| Expense ratio | 1.46% | 1.24% |
| Risk 5 year sharpe ratio | 0.86 | 1.12 |
| Net assets | $886.7M | $1.4B |
| Average market cap | $3.3B | $11.1B |
| Average P/E | 26.7 | 27.9 |
| 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 | 100.05% |
| International stock | 0.00% |
| Fixed income | 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% |
| PCRX Pacira Pharmaceuticals Inc | 5.34% |
| MDXG MiMedx Group Inc | 5.23% |
| JBLU JetBlue Airways Corp | 4.71% |
| LGIH LGI Homes Inc | 4.11% |
| AMN AMN Healthcare Services Inc | 3.83% |
| AMWD American Woodmark Corp | 3.77% |
| BC Brunswick Corp | 3.72% |
| WYNN Wynn Resorts | 3.67% |
| ANET Arista Networks Inc | 3.48% |
| ALGN Align Technology Inc | 3.37% |
