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    Delaware Mid Cap Value A (DLMAX)

    5.33 0.00(0.00%) Jul 2
    Prev Close:5.33
    YTD Return*:4.95%
    Net Assets*:5.65M
    Yield*:0.26%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for DLMAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    EWBC2.95N/A
    AFG2.72N/A
    URI2.22N/A
    TMK2.20N/A
    FISV2.15N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.65M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:4.95%
    5y Avg Return:13.29%
    Rank in Category (ytd):24
    % Rank in Category (ytd):4.66%
    Beta (3y):1.06
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks capital appreciation. The fund invests primarily in investments of medium-sized companies whose stock prices appear low relative to their underlying value or future potential. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of medium-sized companies. The adviser considers medium-sized companies to be those companies whose market capitalizations fall within the range represented in the Russell Midcap® Value Index at the time of the fund's investment. View More
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