Mutual Fund Insights: Delaware Select Growth Instl Fund (VAGGX)

In-depth Analysis of Delaware Select Growth Instl Fund (VAGGX)

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See Delaware Select Growth Instl Fund (VAGGX) performance details as of January 31, 2010

  

Last Trade: $28.07 on 3/18/2010, Change: -0.05 (-0.18%)

Experiment our closing price forecasting tool for Delaware Select Growth Instl Fund (VAGGX) (alpha release)

  

Fund Manager - Christopher J. Bonavico

Fund Manager Tenure: 4.9 years
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

Bonavico, who joined Delaware Investments in April 2005, is a senior portfolio manager on the firm?s Focus Growth Equity team. This team is responsible for large-cap growth, all-cap growth, and one smid-cap growth portfolio. He was most recently a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 1993, he was a research analyst for Salomon Brothers.  Get more insights on Christopher J. Bonavico

  

 What we like about Delaware Select Growth Instl Fund (VAGGX)

Data for Delaware Select Growth Instl Fund (VAGGX) as of January 31, 2010

• Delaware Select Growth Instl Fund (VAGGX) management has been with Delaware Select Growth Instl Fund for 4.9 years
• Delaware Select Growth Instl Fund (VAGGX) has good short-term performance (1-year return 60.90% vs 39.73% Mid-Cap Growth category average)
• Delaware Select Growth Instl Fund (VAGGX) has good mid-term performance (3-year return -3.44% vs -5.54% Mid-Cap Growth category average)
• Delaware Select Growth Instl Fund (VAGGX) has good Long-term performance (5-year return 2.63% vs 1.43% Mid-Cap Growth category average)
• Delaware Select Growth Instl Fund (VAGGX) ratio of up-years vs down years is greater than 2
• Delaware Select Growth Instl Fund (VAGGX) has a lower management fee than its Mid-Cap Growth average: 1.25% vs 1.46%
• Delaware Select Growth Instl Fund (VAGGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Delaware Select Growth Instl Fund (VAGGX)

Data for Delaware Select Growth Instl Fund (VAGGX) as of January 31, 2010

• Delaware Select Growth Instl Fund is a focused fund with 33.29% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Delaware Select Growth Instl Fund (VAGGX) has a Morningstar rating of 3 and below
• Delaware Select Growth Instl Fund (VAGGX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.85 that is higher than category average of 23.72

See Delaware Select Growth Instl Fund (VAGGX) performance details as of January 31, 2010

  

  

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Delaware Select Growth Instl Fund (VAGGX) Net Asset

Track net asset change of Delaware Select Growth Instl fund (VAGGX)

Date	Net Asset
01/2010	$114.44M
11/2009	$100.67M
10/2009	$89.06M

More historic net asset information on Delaware Select Growth Instl Fund (VAGGX)

  

Delaware Select Growth Instl Fund (VAGGX) Portfolio Allocation

Track portfolio allocation change of Delaware Select Growth Instl fund (VAGGX)

Date	Cash	Stock	Bond	Other
09/2009	5.1%	94.84%	0.06%	0%
06/2009	5.67%	94.33%	0%	0%
03/2009	8.41%	91.59%	0%	0%

Click here to see more historic asset allocation information on Delaware Select Growth Instl Fund (VAGGX)

  

Most Recent Top 10 Holdings in Delaware Select Growth Instl Fund (VAGGX)

Discover what Delaware Select Growth Instl Fund (VAGGX) manager is buying

30-Sep-09 Apple Inc. [5.06%] INTERCNTNTLEXCHANGE [3.54%] QUALCOMM Incorporated [3.34%] VeriSign, Inc. [3.33%] CME Group Inc. [3.17%] ALLERGAN INC [3.13%] CORE LABS NV [3.02%] Tandberg [2.93%] Netflix, Inc. [2.93%] SYNGENTA AG ADS [2.84%]

30-Jun-09 Apple Inc. [4.81%] INTERCNTNTLEXCHANGE [4.69%] QUALCOMM Incorporated [4.27%] CME Group Inc. [3.83%] HEARTLAND PYMT SYS [3.2%] Interval Leisure Group, Inc. [2.9%] VeriSign, Inc. [2.86%] TERADATA CORP [2.81%] ALLERGAN INC [2.69%] Gilead Sciences, Inc. [2.61%]

31-Mar-09 Apple Inc. [4.84%] QUALCOMM Incorporated [4.75%] INTERCNTNTLEXCHANGE [4.73%] CME GROUP INC CL A [4.19%] VeriSign, Inc. [4.1%] ALLERGAN INC [3.16%] MASTERCARD INC [2.89%] optionsXpress Holdings, Inc. [2.73%] HEARTLAND PYMT SYS [2.72%] Google Inc. [2.66%]

Click here for Stock Holding Change Map in Delaware Select Growth Instl Fund (VAGGX)

  

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See more information on Delaware Select Growth Instl Fund (VAGGX)

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