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Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund

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Graph of Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) ManagerFund Manager - Kenneth F. Broad

Fund Manager Information

Fund Manager Tenure: 13.6 years
Fund Family: Delaware Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)

 

Graph of Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) ProfileDelaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) Profile

Fund Profile and Description

Delaware Pooled Focus Smid-Cap Gr Eq Fund seeks long term capital appreciation. Delaware Pooled Focus Smid-Cap Gr Eq Fund invests primarily in common stocks of growth-oriented companies that have long-term capital appreciation potential and expect to grow faster than the U.S. economy. It normally invests in common stocks of companies with market capitalizations of at least $300 million. Delaware Pooled Focus Smid-Cap Gr Eq Fund invests at least 80% of assets in equity securities of small- and mid-cap companies. It generally holds 25-30 stocks and maintains a diversified portfolio representing a number of different industries.

 

Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund Strength What we like about Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund

Data for Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) as of May 30, 2016

  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) management has been with Delaware Pooled Focus Smid-Cap Gr Eq Fund for 13.6 years
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) has good short-term performance (1-year return 0.27% vs -5.73% Mid-Cap Growth category median performance)
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) has good mid-term performance (3-year return 11.01% vs 8.38% Mid-Cap Growth category median performance)
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) has good Long-term performance (5-year return 9.87% vs 7.70% Mid-Cap Growth category median performance)
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) ratio of up-years vs down years is greater than 2
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) has a Morningstar rating of 4 and above
  • Asset base in Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) has an annual stock turnover rate of 21.00% vs Mid-Cap Growth average of 50.96%. It is good that Delaware Pooled Focus Smid-Cap Gr Eq management does not trade extensively for its return.
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.4, lower than category average of 13.49
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) has a lower expense ratio than its Mid-Cap Growth average: 0.92% vs 1.28%
  • Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) Weakness What we are cautious about Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund

Data for Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) as of May 30, 2016

See Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Delaware Pooled Focus Smid-Cap Gr Eq1.510.2711.019.87
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) Net Asset TrackingDelaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund Net Asset

Track net asset change of Delaware Pooled Focus Smid-Cap Gr Eq fund (DCGTX)

DateNet Asset
05/2016$52.19M
03/2016$51.99M
02/2016$50.41M
More historic net asset information on Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX)

  

Graph of Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) Portfolio TrackingDelaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Pooled Focus Smid-Cap Gr Eq fund (DCGTX)

DateCashStockBondOther
03/20161.52%97.23%0%1.25%
12/20153.72%95.64%0%0.64%
09/20158.25%91.75%0%0%
Click here to see more historic asset allocation information on Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX)

 

graph of Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) Top 10 Position TrackingTop 10 Holdings in Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund

Discover what Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) manager is buying

Mar 30, 2016
Sally Beauty Holdings, Inc. (Na [6.71%]
Equity Commonwealth Common Shar [5.4%]
Graco Inc. Common Stock [5.31%]
Blackbaud, Inc. [5.27%]
Zebra Technologies Corporation [4.98%]
Bio-Techne Corp [4.93%]
DineEquity, Inc Common Stock [4.84%]
Verifone Systems, Inc. Common S [4.68%]
ABIOMED, Inc. [4.43%]

Dec 30, 2015
Blackbaud, Inc. [5.46%]
Sally Beauty Holdings, Inc. (Na [5.44%]
j2 Global, Inc. [5.4%]
Zebra Technologies Corporation [5.04%]
Graco Inc. Common Stock [5.01%]
Equity Commonwealth Common Shar [4.92%]
MSCI Inc Common Stock [4.74%]
Bio-Techne Corp [4.6%]
DineEquity, Inc Common Stock [4.34%]
ABIOMED, Inc. [4.19%]

Sep 29, 2015
Heartland Payment Systems, Inc. [6.05%]
j2 Global, Inc. [5.45%]
Equity Commonwealth Common Shar [5.09%]
Blackbaud, Inc. [4.76%]
DineEquity, Inc Common Stock [4.72%]
MSCI Inc Common Stock [4.69%]
Sally Beauty Holdings, Inc. (Na [4.66%]
Bio-Techne Corp [4.66%]
Graco Inc. Common Stock [4.6%]
Zebra Technologies Corporation [4.5%]
Click here for Stock Holding Change Map in Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX)

  

Latest News on Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund

See what is happening with Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX)

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Delaware Pooled Focus Smid-Cap Gr Eq Fund (DCGTX) Related ResourcesSee more information on Delaware Pooled Focus Smid-Cap Gr Eq (DCGTX) Fund

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