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    Delaware Smid Cap Growth Instl (DFDIX)

    35.21 Down 0.53(1.48%) Apr 17
    Prev Close:35.74
    YTD Return*:5.94%
    Net Assets*:1.30B
    Yield*:N/A

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for DFDIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DIN6.163.00
    HPY6.04-9.62
    JCOM5.967.65
    MSCI5.5929.05
    SBH5.3211.94

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.3B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:5.94%
    5y Avg Return:19.00%
    Rank in Category (ytd):39
    % Rank in Category (ytd):5.03%
    Beta (3y):1.01
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of growth-oriented companies that its portfolio managers believe have long-term capital appreciation potential and expect to grow faster than the U.S. economy. It invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-and mid-capitalization companies. View More
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