| 28.08 Net Asset Value | +0.86% 1 Day | +5.21% 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 | +4.43% | 3 years | +12.89% | |
| 3 months | +5.27% | 5 years | +19.26% | |
| 1 year | +9.50% | Since inception | +10.87% |
| DFRIX | Category | |
|---|---|---|
| Performance 5-yr return | +19.26% | +14.76% |
| Expense ratio | 1.44% | 1.35% |
| Risk 5 year sharpe ratio | 1.23 | 0.99 |
| Net assets | $1.2B | $1.3B |
| Average market cap | $3.5B | $9.2B |
| Average P/E | 25.8 | 23.9 |
| Portfolio turnover | 26% | 26% |
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| Fund family | Delaware Investments |
| Fund manager & tenure | Christopher Bonavico / 5 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| U.S. stock | 94.63% |
| International stock | 3.32% |
| Cash | 1.83% |
| Fixed income | 0.22% |
| Other | 0.00% |
| Business service | 21.76% |
| Consumer service | 11.43% |
| Financial service | 11.24% |
| Consumer goods | 10.26% |
| Healthcare | 9.98% |
| DIN DineEquity Inc | 6.16% |
| HPY Heartland Payment Systems Inc | 6.04% |
| JCOM J2 Global Inc | 5.96% |
| MSCI MSCI Inc | 5.59% |
| SBH Sally Beauty Holdings Inc | 5.32% |
| GGG Graco Inc | 5.21% |
| TECH Bio-Techne Corp | 4.98% |
| ZBRA Zebra Technologies Corp | 4.74% |
| AMG Affiliated Managers Group Inc | 4.69% |
| PAY VeriFone Systems Inc | 4.37% |
