Delaware Select Growth Fund Class A (DVEAX)

50.26
Net Asset Value
+2.09%
1 Day
-1.55%
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-4.48% 3 years+14.01%
3 months-5.13% 5 years+15.94%
1 year+2.75% Since inception+10.54%
Data through --

Peer Comparisonvs. Large growth

 DVEAXCategory
Performance 5-yr return+15.94%+14.60%
Expense ratio1.25%1.24%
Risk 5 year sharpe ratio1.200.99
Net assets$1.0B$2.7B
Average market cap$14.9B$68.9B
Average P/E29.023.3
Portfolio turnover20%20%

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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. stock85.88%
International stock11.71%
Cash2.40%
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 Corp5.26%
EQC CommonWealth REIT4.62%
CELG Celgene Corp3.86%
EOG EOG Resources Inc3.76%
DIN DineEquity Inc3.50%
WAG Walgreen Co3.17%
ADBE Adobe Systems Inc3.10%
QCOM Qualcomm Inc3.07%
AGN Allergan Inc2.86%
-- Coupons.com Incorporated2.80%

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