Delaware Pooled Select 20 Portfolio (DPCEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The fund adviser considers companies of any size or market capitalization. It invests in no fewer than 15 and no more than 25 equity securities.


1 month-0.71% 3 years+16.87%
3 months+8.52% 5 years+17.32%
1 year+15.01% Since inception+2.31%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+17.32%+14.09%
Expense ratio0.85%1.23%
Risk 5 year sharpe ratio1.300.98
Net assets$91.7M$2.7B
Average market cap$35.2B$70.2B
Average P/E27.722.3
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyDelaware Investments
Fund manager & tenureJeffrey Van Harte / 9 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock99.16%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Telecommunication 22.15%
Financial service 17.77%
Healthcare 17.29%
Hardware 9.82%
Consumer service 9.36%
Top 10 Holdings
Portfolio weighting
AGN Allergan Inc7.03%
V Visa Inc Class A6.85%
MSFT Microsoft Corp6.51%
EOG EOG Resources Inc5.30%
CCI Crown Castle International Corp5.27%
CELG Celgene Corp5.23%
QCOM Qualcomm Inc5.23%
INTU Intuit Inc5.06%
QVCA Liberty Interactive Corp Class A5.01%
JCOM j2 Global Inc4.92%

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