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Delaware Smid Cap Growth Instl (DFDIX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Smid Cap Growth Instl (DFDIX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 9.3 years
Similar Funds: DFCIX  DFRIX 
Fund Family: Delaware Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

 

Graph of Delaware Smid Cap Growth Instl Fund (DFDIX) ProfileDelaware Smid Cap Growth Instl Fund (DFDIX) Profile

Fund Profile and Description

Delaware Smid Cap Growth Instl Fund seeks long-term capital growth. Delaware Smid Cap Growth Instl 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 Instl 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 Instl (DFDIX) Fund Strength What we like about Delaware Smid Cap Growth Instl (DFDIX) Fund

Data for Delaware Smid Cap Growth Instl Fund (DFDIX) as of May 30, 2016

  • Delaware Smid Cap Growth Instl Fund (DFDIX) management has been with Delaware Smid Cap Growth Instl Fund for 9.3 years
  • Delaware Smid Cap Growth Instl Fund (DFDIX) has good mid-term performance (3-year return 11.10% vs 8.38% Mid-Cap Growth category median performance)
  • Delaware Smid Cap Growth Instl Fund (DFDIX) has good Long-term performance (5-year return 10.12% vs 7.70% Mid-Cap Growth category median performance)
  • Delaware Smid Cap Growth Instl Fund (DFDIX) ratio of up-years vs down years is greater than 2
  • Delaware Smid Cap Growth Instl Fund (DFDIX) has a Morningstar rating of 4 and above
  • Delaware Smid Cap Growth Instl Fund (DFDIX) 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 Instl management does not trade extensively for its return.
  • Delaware Smid Cap Growth Instl Fund (DFDIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.58, lower than category average of 13.49
  • Delaware Smid Cap Growth Instl Fund (DFDIX) has a lower expense ratio than its Mid-Cap Growth average: 0.97% vs 1.28%
  • Delaware Smid Cap Growth Instl Fund (DFDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Delaware Smid Cap Growth Instl Fund (DFDIX) Weakness What we are cautious about Delaware Smid Cap Growth Instl (DFDIX) Fund

Data for Delaware Smid Cap Growth Instl Fund (DFDIX) as of May 30, 2016

See Delaware Smid Cap Growth Instl Fund (DFDIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Smid Cap Growth Instl Fund (DFDIX)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 Instl1.390.0011.1010.12
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 Instl Fund (DFDIX)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 Instl Fund (DFDIX) Net Asset TrackingDelaware Smid Cap Growth Instl (DFDIX) Fund Net Asset

Track net asset change of Delaware Smid Cap Growth Instl fund (DFDIX)

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

  

Graph of Delaware Smid Cap Growth Instl Fund (DFDIX) Portfolio TrackingDelaware Smid Cap Growth Instl (DFDIX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Smid Cap Growth Instl fund (DFDIX)

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 Instl Fund (DFDIX)

 

graph of Delaware Smid Cap Growth Instl Fund (DFDIX) Top 10 Position TrackingTop 10 Holdings in Delaware Smid Cap Growth Instl (DFDIX) Fund

Discover what Delaware Smid Cap Growth Instl Fund (DFDIX) 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 Instl Fund (DFDIX)

  

Latest News on Delaware Smid Cap Growth Instl (DFDIX) Fund

See what is happening with Delaware Smid Cap Growth Instl Fund (DFDIX)

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Delaware Smid Cap Growth Instl Fund (DFDIX) Related ResourcesSee more information on Delaware Smid Cap Growth Instl (DFDIX) Fund

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