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Delaware Smid Cap Growth C (DEEVX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Smid Cap Growth C (DEEVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Delaware Smid Cap Growth C Fund (DEEVX) ManagerFund Manager - Kenneth F. Broad

Fund Manager Information

Fund Manager Tenure: 9.3 years
Fund Family: Delaware Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Delaware Smid Cap Growth C Fund (DEEVX) ProfileDelaware Smid Cap Growth C Fund (DEEVX) Profile

Fund Profile and Description

Delaware Smid Cap Growth C Fund seeks long-term capital growth. Delaware Smid Cap Growth C Fund normally invests at least 80% of its net assets in equity securities of small- and mid-capitalization companies. It considers companies that, at the time of purchase, have total market capitalizations within the range of market capitalizations of companies in the Russell 2500 Growth Index®. Delaware Smid Cap Growth C Fund invests primarily in common stocks of growth-oriented companies that the fund Advisor believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy.

 

Delaware Smid Cap Growth C (DEEVX) Fund Strength What we like about Delaware Smid Cap Growth C (DEEVX) Fund

Data for Delaware Smid Cap Growth C Fund (DEEVX) as of May 30, 2016

  • Delaware Smid Cap Growth C Fund (DEEVX) management has been with Delaware Smid Cap Growth C Fund for 9.3 years
  • Delaware Smid Cap Growth C Fund (DEEVX) has good short-term performance (1-year return -0.97% vs -5.73% Mid-Cap Growth category median performance)
  • Delaware Smid Cap Growth C Fund (DEEVX) has good mid-term performance (3-year return 10.00% vs 8.38% Mid-Cap Growth category median performance)
  • Delaware Smid Cap Growth C Fund (DEEVX) has good Long-term performance (5-year return 9.03% vs 7.70% Mid-Cap Growth category median performance)
  • Delaware Smid Cap Growth C Fund (DEEVX) ratio of up-years vs down years is greater than 2
  • Delaware Smid Cap Growth C Fund (DEEVX) has a Morningstar rating of 4 and above
  • Delaware Smid Cap Growth C Fund (DEEVX) has an annual stock turnover rate of 8.00% vs Mid-Cap Growth average of 50.96%. It is good that Delaware Smid Cap Growth C management does not trade extensively for its return.
  • Delaware Smid Cap Growth C Fund (DEEVX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.6, lower than category average of 13.49

Delaware Smid Cap Growth C Fund (DEEVX) Weakness What we are cautious about Delaware Smid Cap Growth C (DEEVX) Fund

Data for Delaware Smid Cap Growth C Fund (DEEVX) as of May 30, 2016

  • Delaware Smid Cap Growth C Fund (DEEVX) has a higher expense ratio of 1.97% than its Mid-Cap Growth average of 1.28%
  • Delaware Smid Cap Growth C Fund (DEEVX) carries a 1% load
See Delaware Smid Cap Growth C Fund (DEEVX) performance details as of May 30, 2016

 

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Compare Delaware Smid Cap Growth C Fund (DEEVX)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 Smid Cap Growth C0.97-0.9710.009.03
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 Smid Cap Growth C Fund (DEEVX)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 Smid Cap Growth C Fund (DEEVX) Net Asset TrackingDelaware Smid Cap Growth C (DEEVX) Fund Net Asset

Track net asset change of Delaware Smid Cap Growth C fund (DEEVX)

DateNet Asset
05/2016$1.29B
03/2016$1.31B
02/2016$1.25B
More historic net asset information on Delaware Smid Cap Growth C Fund (DEEVX)

  

Graph of Delaware Smid Cap Growth C Fund (DEEVX) Portfolio TrackingDelaware Smid Cap Growth C (DEEVX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Smid Cap Growth C fund (DEEVX)

DateCashStockBondOther
03/20160.67%98.6%0%0.73%
12/20154.12%95.88%0%0%
09/20152.86%97.14%0%0%
Click here to see more historic asset allocation information on Delaware Smid Cap Growth C Fund (DEEVX)

 

graph of Delaware Smid Cap Growth C Fund (DEEVX) Top 10 Position TrackingTop 10 Holdings in Delaware Smid Cap Growth C (DEEVX) Fund

Discover what Delaware Smid Cap Growth C Fund (DEEVX) manager is buying

Mar 30, 2016
Sally Beauty Holdings, Inc. (Na [6.81%]
Equity Commonwealth Common Shar [5.49%]
Blackbaud, Inc. [5.42%]
Graco Inc. Common Stock [5.34%]
DineEquity, Inc Common Stock [5.12%]
Zebra Technologies Corporation [5.05%]
Bio-Techne Corp [4.92%]
Verifone Systems, Inc. Common S [4.73%]
ABIOMED, Inc. [4.48%]

Dec 30, 2015
Blackbaud, Inc. [5.6%]
Sally Beauty Holdings, Inc. (Na [5.54%]
j2 Global, Inc. [5.39%]
Equity Commonwealth Common Shar [5.24%]
Zebra Technologies Corporation [5.03%]
Graco Inc. Common Stock [5.03%]
MSCI Inc Common Stock [4.76%]
Bio-Techne Corp [4.62%]
DineEquity, Inc Common Stock [4.58%]
ABIOMED, Inc. [4.21%]

Sep 29, 2015
Heartland Payment Systems, Inc. [6.58%]
j2 Global, Inc. [5.79%]
Equity Commonwealth Common Shar [5.4%]
DineEquity, Inc Common Stock [5.2%]
MSCI Inc Common Stock [5.14%]
Blackbaud, Inc. [5.01%]
Sally Beauty Holdings, Inc. (Na [4.95%]
Bio-Techne Corp [4.93%]
Graco Inc. Common Stock [4.87%]
Zebra Technologies Corporation [4.78%]
Click here for Stock Holding Change Map in Delaware Smid Cap Growth C Fund (DEEVX)

  

Latest News on Delaware Smid Cap Growth C (DEEVX) Fund

See what is happening with Delaware Smid Cap Growth C Fund (DEEVX)

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Delaware Smid Cap Growth C Fund (DEEVX) Related ResourcesSee more information on Delaware Smid Cap Growth C (DEEVX) Fund

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