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 15.90 / +1.99 %
- Total Assets 1.2 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 Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:33 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 26.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CoStar Group Inc | 4.52 | 58.1 Mil | Real Estate |
Pinterest Inc Class A | 3.14 | 40.4 Mil | Communication Services |
Monolithic Power Systems Inc | 3.03 | 39.0 Mil | Technology |
DexCom Inc | 2.62 | 33.7 Mil | Healthcare |
Floor & Decor Holdings Inc Class A | 2.28 | 29.3 Mil | Consumer Cyclical |
MarketAxess Holdings Inc | 2.24 | 28.8 Mil | Financial Services |
The Trade Desk Inc Class A | 2.24 | 28.8 Mil | Technology |
Pool Corp | 2.12 | 27.3 Mil | Industrials |
IDEXX Laboratories Inc | 2.10 | 27.0 Mil | Healthcare |
CrowdStrike Holdings Inc Class A | 2.07 | 26.6 Mil | Technology |