Skip to Content
Morningstar

Delaware Mid Cap Growth Equity R6 DFZRX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 28.04  /  +0.90 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 133%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:19 AM GMT+0

Morningstar’s Analysis DFZRX

Will DFZRX 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 DFZRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFZRX 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 DFZRX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFZRX

More DFZRX Holdings
  • 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