Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | DFSRX Insights | DFSRX Score | DFSRX Performance | DFSRX News | DFSRX Allocation | DFSRX Holdings Change

Delaware Select Growth R (DFSRX) Fund Ranking and Research

Ranking, Research and Recommendation of Delaware Select Growth R (DFSRX) Fund

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

 

Graph of Delaware Select Growth R Fund (DFSRX) ManagerFund Manager - Christopher M. Ericksen

Fund Manager Information

Fund Manager Tenure: 12.4 years
Fund Family: Delaware Investments
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.38)     (What does this score mean?)

 

Graph of Delaware Select Growth R Fund (DFSRX) ProfileDelaware Select Growth R Fund (DFSRX) Profile

Fund Profile and Description

Delaware Select Growth R Fund seeks long-term capital appreciation. Delaware Select Growth R Fund invests primarily in common stocks of companies that are believed have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. It considers companies of any size or market capitalization. Using a bottom up approach, the fund seeks securities that have large-end market potential or dominance of a profitable niche market, dominant business models and strong free cash-flow generation that are attractively priced compared to the intrinsic value of the securities.

 

Delaware Select Growth R (DFSRX) Fund Strength What we like about Delaware Select Growth R (DFSRX) Fund

Data for Delaware Select Growth R Fund (DFSRX) as of May 30, 2016

  • Delaware Select Growth R Fund (DFSRX) management has been with Delaware Select Growth R Fund for 12.4 years
  • Delaware Select Growth R Fund (DFSRX) ratio of up-years vs down years is greater than 2
  • Delaware Select Growth R Fund (DFSRX) has an annual stock turnover rate of 46.00% vs Large Growth average of 50.46%. It is good that Delaware Select Growth R management does not trade extensively for its return.

Delaware Select Growth R Fund (DFSRX) Weakness What we are cautious about Delaware Select Growth R (DFSRX) Fund

Data for Delaware Select Growth R Fund (DFSRX) as of May 30, 2016

  • Delaware Select Growth R Fund (DFSRX) has a less-than-ideal short-term performance (1-year return -11.35% vs -1.74% Large Growth category median performance)
  • Delaware Select Growth R Fund (DFSRX) has a less-than-ideal mid-term performance (3-year return 5.71% vs 10.74% Large Growth category median performance)
  • Delaware Select Growth R Fund (DFSRX) has a less-than-ideal Long-term performance (5-year return 7.75% vs 10.14% Large Growth category median performance)
  • Delaware Select Growth R Fund (DFSRX) has a Morningstar rating of 3 and below
  • Delaware Select Growth R Fund (DFSRX) is less safe compared to its Large Growth peers
  • Delaware Select Growth R Fund (DFSRX) does not have a good risk adjusted return as its 3-year Alpha of -4.56 is worse than category average of -0.82, and its 3-year Sharpe ratio is 0.49
  • Delaware Select Growth R Fund (DFSRX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.9 that is higher than category average of 12.75
  • Delaware Select Growth R Fund (DFSRX) has a higher expense ratio of 1.50% than its Large Growth average of 1.17%
  • Even though Delaware Select Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
  • Asset base in Delaware Select Growth R Fund (DFSRX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Delaware Select Growth R Fund (DFSRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Delaware Select Growth R Fund (DFSRX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Delaware Select Growth R-4.97-11.355.717.75
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Delaware Select Growth R Fund (DFSRX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Delaware Select Growth R Fund (DFSRX) Net Asset TrackingDelaware Select Growth R (DFSRX) Fund Net Asset

Track net asset change of Delaware Select Growth R fund (DFSRX)

DateNet Asset
05/2016$649.58M
03/2016$682.05M
02/2016$712.85M
More historic net asset information on Delaware Select Growth R Fund (DFSRX)

  

Graph of Delaware Select Growth R Fund (DFSRX) Portfolio TrackingDelaware Select Growth R (DFSRX) Fund Portfolio Allocation

Track portfolio allocation change of Delaware Select Growth R fund (DFSRX)

DateCashStockBondOther
03/20160.88%99.1%0%0.02%
12/20150.25%99.75%0%0%
09/20151.61%98.01%0%0.38%
Click here to see more historic asset allocation information on Delaware Select Growth R Fund (DFSRX)

 

graph of Delaware Select Growth R Fund (DFSRX) Top 10 Position TrackingTop 10 Holdings in Delaware Select Growth R (DFSRX) Fund

Discover what Delaware Select Growth R Fund (DFSRX) manager is buying

Mar 30, 2016
Microsoft Corporation [4.81%]
Celgene Corporation [4.68%]
Allergan plc Ordinary Shares [4.32%]
QUALCOMM Incorporated [4.22%]
PayPal Holdings, Inc. [3.86%]
Biogen Inc. [3.74%]
Zebra Technologies Corporation [3.36%]
Sally Beauty Holdings, Inc. (Na [3.29%]
Alphabet Inc. [2.5%]
Pandora Media, Inc. Common Stoc [2.25%]

Dec 30, 2015
QUALCOMM Incorporated [5.22%]
Celgene Corporation [5.07%]
Zebra Technologies Corporation [4.7%]
Microsoft Corporation [4.48%]
Allergan plc Ordinary Shares [4.47%]
Biogen Inc. [3.84%]
VALEANT PHARMACEUTICALS INTL IN [3.11%]
PayPal Holdings, Inc. [3.05%]
Alphabet Inc. [2.35%]
Sally Beauty Holdings, Inc. (Na [2.2%]

Sep 29, 2015
QUALCOMM Incorporated [5.62%]
Zebra Technologies Corporation [4.81%]
Microsoft Corporation [4.32%]
Celgene Corporation [4.3%]
Biogen Inc. [3.3%]
Pandora Media, Inc. Common Stoc [2.94%]
Equinix, Inc. [2.89%]
Allergan plc Ordinary Shares [2.77%]
PayPal Holdings, Inc. [2.65%]
Visa Inc. [2.26%]
Click here for Stock Holding Change Map in Delaware Select Growth R Fund (DFSRX)

  

Latest News on Delaware Select Growth R (DFSRX) Fund

See what is happening with Delaware Select Growth R Fund (DFSRX)

    No recent news

 

Delaware Select Growth R Fund (DFSRX) Related ResourcesSee more information on Delaware Select Growth R (DFSRX) Fund

Popular pages on Delaware Select Growth R (DFSRX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update