| 45.98 Net Asset Value | +0.02% 1 Day | +14.35% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 5.75 Sales Expenses | 1.35% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +8.11% | 3 years | +20.91% | |
| 3 months | +10.58% | 5 years | +10.26% | |
| 1 year | +20.68% | Since inception | +10.36% |
| DVEAX | Category | |
|---|---|---|
| Performance 5-yr return | +10.26% | +5.42% |
| Expense ratio | 1.35% | 1.28% |
| Risk 5 year sharpe ratio | 0.54 | 0.31 |
| Net assets | $971.7M | $2.0B |
| Average market cap | $15.0B | $42.9B |
| Average P/E | 22.5 | 19.8 |
| Portfolio turnover | 25% | 25% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Delaware Investments |
| Fund manager & tenure | Jeffrey Van Harte / 8 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 14.92% |
| Business service | 14.37% |
| Healthcare | 13.25% |
| Telecommunication | 11.93% |
| Consumer service | 10.88% |
| AAPL Apple Inc | 5.34% |
| ADBE Adobe Systems Inc | 5.14% |
| BMC BMC Software, Inc. | 3.85% |
| MA MasterCard Incorporated Class A | 3.75% |
| PAY VeriFone Systems, Inc. | 3.70% |
| LRN K12, Inc. | 3.63% |
| DIN DineEquity Inc | 3.58% |
| QCOM Qualcomm, Inc. | 3.33% |
| SBH Sally Beauty Holdings Inc | 3.31% |
| NSR NeuStar, Inc. | 3.29% |
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