Mutual Fund Insights: Delaware Small Cap Growth R Fund (DSCRX)

In-depth Analysis of Delaware Small Cap Growth R Fund (DSCRX)

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See Delaware Small Cap Growth R Fund (DSCRX) performance details as of January 31, 2010

  

Last Trade: $8.81 on 3/9/2010, Change: +0.01 (0.11%)

Experiment our closing price forecasting tool for Delaware Small Cap Growth R Fund (DSCRX) (alpha release)

  

Fund Manager - Lori P. Wachs

Fund Manager Tenure: 8.6 years   [Similar Funds: DSCAX  DSCBX  DSCCX  DSCIX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Lori P. Wachs, CFA Vice President, Portfolio Manager Lori P. Wachs is a portfolio manager and analyst for the consumer sector in the firm?s Emerging Growth Equity group. She joined Delaware Investments in 1992 after serving in the equity-risk arbitrage department of Goldman Sachs from 1990 to 1992. She holds a bachelor?s degree in economics from The Wharton School of the University of Pennsylvania, where she graduated Phi Beta Kappa.  Get more insights on Lori P. Wachs

  

 What we like about Delaware Small Cap Growth R Fund (DSCRX)

Data for Delaware Small Cap Growth R Fund (DSCRX) as of January 31, 2010

• Delaware Small Cap Growth R Fund (DSCRX) management has been with Delaware Small Cap Growth R Fund for 8.6 years
• Delaware Small Cap Growth R Fund (DSCRX) has good short-term performance (1-year return 53.60% vs 39.62% Small Growth category average)
• Delaware Small Cap Growth R Fund (DSCRX) has good mid-term performance (3-year return -6.62% vs -6.96% Small Growth category average)
• Delaware Small Cap Growth R Fund (DSCRX) ratio of up-years vs down years is greater than 2
• Delaware Small Cap Growth R Fund (DSCRX) has an annual stock turnover rate of 124.00% vs Small Growth average of 131.92%. It is good that Delaware Small Cap Growth R management does not trade extensively for its return.

  

 What we are cautious about Delaware Small Cap Growth R Fund (DSCRX)

Data for Delaware Small Cap Growth R Fund (DSCRX) as of January 31, 2010

• Delaware Small Cap Growth R Fund (DSCRX) has a less-than-ideal Long-term performance (5-year return -0.69% vs 0.25% Small Growth category average)
• Delaware Small Cap Growth R Fund (DSCRX) has a Morningstar rating of 3 and below
• Delaware Small Cap Growth R Fund (DSCRX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.66 that is higher than category average of 24.84
• Delaware Small Cap Growth R Fund (DSCRX) has a higher management fee of 2.10% than its Small Growth average of 1.60%
• Even though Delaware Small Cap Growth R Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses

See Delaware Small Cap Growth R Fund (DSCRX) performance details as of January 31, 2010

  

  

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Delaware Small Cap Growth R Fund (DSCRX) Net Asset

Track net asset change of Delaware Small Cap Growth R fund (DSCRX)

Date	Net Asset
01/2010	$1.16M
11/2009	$1.05M
10/2009	$990.00K

More historic net asset information on Delaware Small Cap Growth R Fund (DSCRX)

  

Delaware Small Cap Growth R Fund (DSCRX) Portfolio Allocation

Track portfolio allocation change of Delaware Small Cap Growth R fund (DSCRX)

Date	Cash	Stock	Bond	Other
09/2009	3.45%	96.5%	0.05%	0%
06/2009	2.09%	97.91%	0%	0%
03/2009	6%	94%	0%	0%

Click here to see more historic asset allocation information on Delaware Small Cap Growth R Fund (DSCRX)

  

Most Recent Top 10 Holdings in Delaware Small Cap Growth R Fund (DSCRX)

Discover what Delaware Small Cap Growth R Fund (DSCRX) manager is buying

30-Sep-09 Abraxis Bioscience Inc. [2.64%] CHARLES RIVER LAB [2.56%] COMMSCOPE INC [2.5%] Ulta Salon, Cosmetics & Fragran [2.39%] Savient Pharmaceuticals Inc [2.36%] Ligand Pharmaceuticals Incorpor [2.14%] Brocade Communications Systems, [2.13%] TriQuint Semiconductor, Inc. [2.08%] Perrigo Company [2.08%] Phase Forward Incorporated [1.96%]

30-Jun-09 [3.99%] Sepracor Inc. [3.37%] Abraxis Bioscience Inc. [3.22%] SYBASE INC [2.97%] Sucampo Pharmaceuticals, Inc. [2.96%] CHARLES RIVER LAB [2.86%] F5 Networks, Inc. [2.61%] Perrigo Company [1.88%] Nuance Communications, Inc. [1.87%] The Middleby Corporation [1.87%]

31-Mar-09 Medarex, Inc. [3.99%] Sepracor Inc. [3.37%] Abraxis Bioscience Inc. [3.22%] SYBASE INC [2.97%] Sucampo Pharmaceuticals, Inc. [2.96%] CHARLES RIVER LAB [2.86%] F5 Networks, Inc. [2.61%] Perrigo Company [1.88%] Nuance Communications, Inc. [1.87%] Middleby Corporation (The) [1.87%]

Click here for Stock Holding Change Map in Delaware Small Cap Growth R Fund (DSCRX)

  

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See more information on Delaware Small Cap Growth R Fund (DSCRX)

• Delaware Small Cap Growth R Fund Insights
• Delaware Small Cap Growth R Fund Performance Data
• Delaware Small Cap Growth R Fund News
• Delaware Small Cap Growth R Fund Score Explaination
• Delaware Small Cap Growth R Fund Manager Information
• Historic Delaware Small Cap Growth R Fund Asset Allocation Report
• Historic Delaware Small Cap Growth R Fund Top 10 Holding Tracking
• Historic Delaware Small Cap Growth R Fund Asset Under Management Tracking