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Delaware Select Growth Fund Class A (DVEAX)

37.64
Net Asset Value
+0.29%
1 Day
+14.79%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.28%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that its portfolio managers believe have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The portfolio managers will consider companies of any size or market capitalization. It may invest in real estate investment trusts (REITs).

Performance

1 month+2.73% 3 years+6.94%
3 months+2.94% 5 years+10.86%
1 year+20.53% Since inception+10.20%
Data through --

Peer Comparisonvs. Large growth

 DVEAXCategory
Performance 5-yr return+10.86%+13.70%
Expense ratio1.28%1.12%
Risk 5 year sharpe ratio0.941.35
Net assets$387.2M$3.5B
Average market cap$31.4B$123.0B
Average P/E27.827.6
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyDelaware Funds by Macquarie
Fund manager & tenureJeffrey Van Harte / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock86.69%
International stock11.04%
Cash2.27%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 14.92%
Business service 14.37%
Healthcare 13.25%
Telecommunication 11.93%
Consumer service 10.88%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft6.18%
PYPL PayPal Holdings Inc5.85%
BIIB Biogen4.25%
CELG Celgene3.95%
FDX FedEx3.38%
SYMC Symantec Corp2.99%
SCHW Charles Schwab2.95%
EBAY eBay2.76%
V Visa2.37%
GOOGL Google2.21%