DFCIX Rating, Research - Delaware Smid Cap Growth A

Delaware Smid Cap Growth A (dfcix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 30

Threats + Weaknesses = 15

When strengths & opportunities substantially exceed threats & weaknesses an investment in the dfcix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Delaware Smid Cap Growth A (DFCIX) Description: DFCIX is a mutual fund, which is an investment that owns a basket of assets. The DFCIX mutual fund was provided by Delaware and this investment vehicle derives the majority of its value from equity holdings (stocks). Delawares mutual fund has a short management tenure and is in the large fund size classification. DFCIXs minimum initial investment amount is $1000 while the IRA minimum is $250. DFCIXs expense ratio is roughly 1%. The latest DFCIXs front end load was 6% and the back end load was 0%. The Delaware Smid Cap Growth A (DFCIX) mutual fund falls under the mid-cap growth category. DFCIX focuses its investments in USA and DFCIX is not affiliated with a particular industry or fund sector. The Delaware Smid Cap Growth A (DFCIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DFCIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DFCIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities (see equity research) of mid-cap companies with market capitalizations that fall within the range of the Russell Midcap Growth Index. It may invest up to 25% of total assets in foreign securities, which may include emerging markets.

Management Analysis Update

Delaware Smid Cap Growth A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update