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    Delaware Pooled Select 20 (DPCEX)

    8.19 Down 0.20(2.38%) Sep 1
    Prev Close:8.19
    YTD Return*:7.24%
    Net Assets*:94.82M
    Yield*:0.11%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for DPCEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    V8.07N/A
    ZBRA7.81N/A
    QCOM7.44N/A
    MSFT6.00N/A
    CELG5.92N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:94.82M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.87%

    Performance & Risk

    YTD Return:7.24%
    5y Avg Return:19.45%
    Rank in Category (ytd):46
    % Rank in Category (ytd):2.68%
    Beta (3y):0.97
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The Portfolio seeks to achieve its objective by investing in a portfolio of 20 securities. It will invest in no fewer than 15 and no more than 25 equity securities. The portfolio managers invests primarily in common stocks of companies that they believe have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The fund's managers consider companies of any size or market capitalization. The portfolio may invest up to 20% of the Portfolio's net assets in securities of foreign issuers, including issuers located in emerging markets. It is non-diversified. View More
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