Delaware Select Growth Fund Class A (DVEAX)

48.63
Net Asset Value
+0.06%
1 Day
+0.08%
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-0.53% 3 years+15.53%
3 months+8.90% 5 years+17.76%
1 year+7.99% Since inception+10.82%
Data through --

Peer Comparisonvs. Large growth

 DVEAXCategory
Performance 5-yr return+17.76%+14.09%
Expense ratio1.25%1.23%
Risk 5 year sharpe ratio1.190.98
Net assets$1.0B$2.7B
Average market cap$15.5B$70.2B
Average P/E27.322.3
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. stock89.59%
International stock9.54%
Cash0.88%
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 Microsoft Corp6.34%
CELG Celgene Corp4.33%
EQC Equity Commonwealth4.31%
DIN DineEquity Inc3.70%
ZBRA Zebra Technologies Corp3.54%
EOG EOG Resources Inc3.19%
AGN Allergan Inc3.12%
QCOM Qualcomm Inc3.11%
EBAY eBay Inc3.07%
CCI Crown Castle International Corp2.80%

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