Delaware Pooled Focus Mid Cap Growth Equity Fund

Class No Load (DCGTX)
Scorecard
4 / 5 Stars
Lipper
5 3 3 4 5
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.53 percent over the past year, 10.79 percent over the past three years, 24.14 percent over the past five years, and 10.90 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date -4.1%
1 Year 17.5%
3 Years (Annualized) 10.8%
5 Years (Annualized) 24.1%
10 Years (Annualized) 10.9%

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Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small- and mid-capitalization companies. For purposes of this Portfolio, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000® Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Growth Index.

Fees

Fees are Low compared to funds in the same category.
Delaware Pooled Focus Mid Cap Growth Equity Fund has an expense ratio of 0.89 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Delaware Investments Funds

Mid-Cap Growth Funds

Highest Returns (10-year)

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