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 16.97 / +1.13 %
- Total Assets 1.3 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:09 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 26.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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Floor & Decor Holdings Inc Class A | 2.03 | 26.3 Mil | Consumer Cyclical |
The Trade Desk Inc Class A | 2.03 | 26.2 Mil | Technology |