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Delaware Mid Cap Growth Equity R DFRIX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 13.22  /  0.23 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 133%

Morningstar’s Analysis DFRIX

Will DFRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Decent.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

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

Rated on Published on

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Portfolio Holdings DFRIX

  • Current Portfolio Date
  • Equity Holdings 65
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.54
61,732,558
Real Estate
3.47
47,148,772
Communication Services
3.20
43,501,611
Healthcare
2.92
39,703,724
Financial Services
2.74
37,287,298
Technology
2.17
29,538,430
Industrials
2.17
29,439,457
Consumer Cyclical
2.09
28,376,396
Healthcare
2.06
27,967,304
Healthcare
2.04
27,710,908
Technology