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Morningstar

Delaware Mid Cap Growth Equity A DFCIX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 16.37  /  +0.86 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.040%
  • 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 03, 2024 | 1-Day Return as of May 03, 2024, 11:45 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decent.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

Delaware Ivy Mid Cap Growth has struggled a bit but remains a decent option.

by Katie Rushkewicz Reichart
Rated on Published on

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Portfolio Holdings DFCIX

More DFCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
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