Delaware Select Growth Fund Class A (DVEAX)

49.14
Net Asset Value
+0.08%
1 Day
-3.74%
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-3.74% 3 years+12.67%
3 months-2.77% 5 years+22.88%
1 year+19.56% Since inception+10.81%
Data through --

Peer Comparisonvs. Large growth

 DVEAXCategory
Performance 5-yr return+22.88%+20.22%
Expense ratio1.25%1.24%
Risk 5 year sharpe ratio1.581.26
Net assets$1.1B$2.5B
Average market cap$15.7B$67.2B
Average P/E26.924.1
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familyDelaware Investments
Fund manager & tenureJeffrey Van Harte / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock87.03%
International stock10.06%
Cash2.91%
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
CWH CommonWealth REIT4.42%
MSFT Microsoft Corporation4.42%
DIN DineEquity Inc3.95%
QCOM Qualcomm, Inc.3.41%
NSR NeuStar, Inc.3.39%
EOG EOG Resources3.10%
LRN K12, Inc.3.06%
CELG Celgene Corporation3.03%
PAY VeriFone Systems, Inc.2.97%
ADBE Adobe Systems Inc2.89%

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