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Delaware Smid Cap Growth Fund Class A (DFCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.85+1.17 (+7.01%)
As of 08:06AM EDT. Market open.
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Delaware Smid Cap Growth Fund Class A

Delaware Group Equity Funds IV

One Commerce Square,2005 Market Street

Philadelphia, PA 19103

800-523-1918
Management Information
W. Alexander L. Ely,Lead Manager since June 29, 2016
Alex Ely Senior Vice President, Chief Investment Officer — Small/Mid-Cap Growth Equity Alex Ely joined Macquarie Investment Management (MIM) in February 2016 as part of the firm’s acquisition of Bennett Lawrence Management, LLC, a New York¬–based US growth equity manager. Prior to joining the firm as CIO of Small/Mid-Cap Growth Equity, he was portfolio manager and chief portfolio strategist at Bennett Lawrence. Ely joined Bennett Lawrence in 1997 as a portfolio analyst, and in 2002 he was promoted to portfolio manager. Before joining Bennett Lawrence, he was an equity product manager at Oppenheimer Management. From 1988 to 1989, he was a strategy clerk at the Boston Stock Exchange. Ely earned a bachelor’s degree in economics from the University of New Hampshire.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyDelaware Funds by Macquarie
Net Assets5.18B
YTD Return-18.24%
Yield0.00%
Morningstar Rating★★★★★
Inception DateMar 26, 1986

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover79.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDFCIXCategory Average
Annual Report Expense Ratio (net)1.10%1.09%
Prospectus Net Expense Ratio1.10%N/A
Prospectus Gross Expense Ratio1.10%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection905N/A
5 Yr Expense Projection1,146N/A
10 Yr Expense Projection1,838N/A
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