• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.03% Nasdaq Up 0.17%

    Delaware Mid Cap Value C (DLMCX)

    4.84 0.00(0.00%) Dec 24
    Prev Close:4.84
    YTD Return*:5.63%
    Net Assets*:5.45M
    Yield*:0.27%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for DLMCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    EWBC2.656.81
    URI2.6439.50
    AFG2.486.88
    CE2.1711.44
    CMA2.16-1.09

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.45M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):2.00%

    Performance & Risk

    YTD Return:5.63%
    5y Avg Return:13.34%
    Rank in Category (ytd):82
    % Rank in Category (ytd):18.1%
    Beta (3y):1.08
    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 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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback