Delaware Ivy Mid Cap Growth has struggled a bit but remains a decent option.
Delaware Mid Cap Growth Equity A DFCIX
- NAV / 1-Day Return 16.18 / −0.25 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 133%
USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 11:22 PM GMT+0
Morningstar’s Analysis DFCIX
Will DFCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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MarketAxess Holdings Inc | 2.30 | 29.6 Mil | Financial Services |
The Trade Desk Inc Class A | 2.28 | 29.4 Mil | Technology |
Pool Corp | 2.09 | 26.9 Mil | Industrials |
Teradyne Inc | 2.03 | 26.1 Mil | Technology |
CrowdStrike Holdings Inc Class A | 1.99 | 25.6 Mil | Technology |