Delaware Select Growth Fund Class A (DVEAX)

50.23
Net Asset Value
-0.34%
1 Day
+3.38%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
1.25%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that its investment manager, Delaware Management Company (Manager), believes have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The Manager will consider companies of any size or market capitalization.

Performance

1 month+3.11% 3 years+13.43%
3 months+4.96% 5 years+17.95%
1 year+10.35% Since inception+10.61%
Data through --

Peer Comparisonvs. Large growth

 DVEAXCategory
Performance 5-yr return+17.95%+14.09%
Expense ratio1.25%1.22%
Risk 5 year sharpe ratio1.231.03
Net assets$984.6M$2.7B
Average market cap$15.8B$70.2B
Average P/E26.020.9
Portfolio turnover41%41%

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Fund Management and Purchase Info

Fund familyDelaware Investments
Fund manager & tenureJeffrey Van Harte / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock91.86%
International stock7.30%
Cash0.58%
Fixed income0.26%
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 Microsoft4.88%
CELG Celgene4.58%
ZBRA Zebra Technologies Corp4.46%
DIN DineEquity Inc3.92%
EQC Equity Commonwealth3.49%
AGN Allergan3.26%
WBA Walgreen3.20%
EOG EOG Resources Inc3.17%
EBAY eBay2.82%
QCOM Qualcomm2.76%

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