| Period | DEUCX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | -13.9% | -97.0% | 17.4% | 96.53% | 5 |
| 1 Yr | -4.7% | -28.3% | 24.3% | 90.10% | 5 |
| 3 Yr | 9.7% * | 0.2% | 17.7% | 60.48% | 4 |
| 5 Yr | 11.6% * | 1.6% | 16.2% | 45.60% | 3 |
| 10 Yr | 7.7% * | 0.4% | 13.1% | 52.31% | 3 |
* Annualized
| Period | DEUCX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2015 | 3.8% | -38.0% | 13.6% | 11.70% | 1 |
| 2014 | N/A | -0.7% | 12.3% | N/A | N/A |
| 2013 | N/A | 23.9% | 43.4% | N/A | N/A |
| 2012 | N/A | 10.8% | 19.6% | N/A | N/A |
| 2011 | N/A | -12.1% | 12.5% | N/A | N/A |
| Period | DEUCX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | -13.9% | -97.0% | 13.2% | 96.10% | 5 |
| 1 Yr | -5.6% | -28.3% | 22.0% | 83.22% | 5 |
| 3 Yr | 9.7% * | -1.0% | 17.7% | 53.99% | 3 |
| 5 Yr | 11.6% * | 0.4% | 16.2% | 39.94% | 3 |
| 10 Yr | 7.7% * | -0.1% | 13.1% | 49.57% | 3 |
* Annualized
| Period | DEUCX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2015 | 3.8% | -38.0% | 17.4% | 11.94% | 1 |
| 2014 | N/A | -0.7% | 13.1% | N/A | N/A |
| 2013 | N/A | 32.4% | 62.9% | N/A | N/A |
| 2012 | N/A | 15.7% | 23.1% | N/A | N/A |
| 2011 | N/A | -14.3% | 13.3% | N/A | N/A |
| DEUCX | Category Low | Category High | DEUCX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Assets | 3.06 B | 373 K | 146 B | 5.53% | 2 |
| Number of Holdings | 41 | 1 | 2190 | 10.60% | 5 |
| Net Assets in Top 10 | 1.44 B | 0 | 33.1 B | 4.11% | 1 |
| Weighting of Top 10 | 49.1% | 0.0% | 150.9% | 4.11% | 1 |
| Weighting | Category Low | Category High | DEUCX % Rank | Quintile | |
|---|---|---|---|---|---|
| Stocks | 98.45% | 0.00% | 109.00% | 7.84% | 2 |
| Cash | 1.07% | -9.00% | 100.00% | 16.07% | 4 |
| Other | 0.48% | -1.32% | 24.55% | 5.14% | 2 |
| Convertible Bonds | 0.00% | 0.00% | 2.81% | 0.84% | 5 |
| Preferred Stocks | 0.00% | 0.00% | 4.61% | 2.31% | 5 |
| Bonds | 0.00% | 0.00% | 76.29% | 2.89% | 5 |
| Weighting | Category Low | Category High | DEUCX % Rank | Quintile | |
|---|---|---|---|---|---|
| Technology | 30.54% | -1.29% | 52.19% | 4.95% | 1 |
| Healthcare | 18.81% | -1.03% | 98.63% | 7.33% | 2 |
| Financial Services | 18.25% | -2.38% | 40.17% | 2.76% | 1 |
| Consumer Cyclical | 11.85% | -2.22% | 41.71% | 22.24% | 5 |
| Communication Services | 8.71% | 0.00% | 12.93% | 1.03% | 1 |
| Consumer Defense | 4.37% | -1.43% | 30.67% | 21.79% | 5 |
| Real Estate | 3.27% | 0.00% | 11.43% | 4.11% | 1 |
| Industrials | 2.64% | -0.37% | 29.48% | 25.58% | 5 |
| Utilities | 0.00% | -0.18% | 16.29% | 8.35% | 5 |
| Energy | 0.00% | -2.01% | 16.80% | 21.14% | 5 |
| Basic Materials | 0.00% | -1.18% | 12.09% | 20.05% | 5 |
| Weighting | Category Low | Category High | DEUCX % Rank | Quintile | |
|---|---|---|---|---|---|
| US | 89.86% | 0.00% | 109.00% | 18.89% | 4 |
| Non US | 8.59% | -0.01% | 91.03% | 5.98% | 1 |
| DEUCX Fees (% of AUM) | Category Low | Category High | Rank in Category (%) | Quintile | |
|---|---|---|---|---|---|
| Expense Ratio | 1.80% | 0.00% | 24.91% | 7.27% | 4 |
| Management Fee | 0.55% | 0.00% | 1.50% | 3.28% | 2 |
| 12b-1 Fee | 1.00% | 0.00% | 1.00% | 0.10% | 5 |
| Administrative Fee | N/A | 0.00% | 1.00% | N/A | N/A |
| DEUCX Fees (% of AUM) | Category Low | Category High | DEUCX Rank | Quintile | |
|---|---|---|---|---|---|
| Front Load | N/A | 1.50% | 8.50% | N/A | N/A |
| Deferred Load | 1.00% | 1.00% | 5.50% | 1.59% | 3 |
| DEUCX Fees (% of AUM) | Category Low | Category High | DEUCX Rank | Quintile | |
|---|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.05% | 5.00% | N/A | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| DEUCX Fees (% of AUM) | Category Low | Category High | DEUCX Rank | Quintile | |
|---|---|---|---|---|---|
| Turnover | 40.00% | 0.00% | 437.00% | 9.45% | 2 |
| DEUCX | Category Low | Category High | DEUCX % Rank | Quintile | |
|---|---|---|---|---|---|
| Dividend Yield | N/A | 0.00% | 2.85% | N/A | N/A |
| DEUCX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| DEUCX | Category Low | Category High | DEUCX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Income Ratio | -0.49% | -5.94% | 3.70% | 13.38% | 4 |
| DEUCX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Daily | Annually |
Manager
Start Date
Sep 01, 2005Tenure
10.92
Tenure Rank
3.2%
Prior to joining JSP, Christopher M. Ericksen, CFA, a Portfolio Manager and Equity Analyst at JSP, was a portfolio manager and equity analyst on Delaware Investments' Focus Growth Equity Team, which he joined in 2005. He was most recently a portfolio manager at Transamerica Investment Management, where he also managed institutional separate accounts. Before joining Transamerica in 2004, he was a vice president at Goldman Sachs. During his 10 years there, he worked in investment banking as well as investment management. Ericksen received his bachelor’s degree from Carnegie Mellon University, with majors in industrial management, economics, and political science.
Lead Manager
Start Date
Apr 14, 2005Tenure
11.3
Tenure Rank
3.1%
Jeffrey S. Van Harte, CFA Senior Vice President, Chief Investment Officer – Focus Growth Equity Jeffrey S. Van Harte is the chief investment officer for the Focus Growth Equity team, responsible for large-cap growth, all-cap growth, and one smid-cap growth portfolio. Prior to joining Delaware Investments in April 2005, he was a principal and executive vice president at Transamerica Investment Management. Van Harte has been managing portfolios and separate accounts for more than 20 years. Before becoming a portfolio manager, Van Harte was a securities analyst and trader for Transamerica Investm
Manager
Start Date
Apr 14, 2005Tenure
11.3
Tenure Rank
3.1%
Christopher J. Bonavico, CFA, a Portfolio Manager and Equity Analyst at Jackson Square Partners, LLC was a senior portfolio manager and equity analyst on Delaware Investments' Focus Growth Equity Team, which he joined in 2005.
Manager
Start Date
Apr 14, 2005Tenure
11.3
Tenure Rank
3.1%
Daniel J. Prislin, CFA Vice President, Senior Portfolio Manager, Equity Analyst Daniel J. Prislin joined Delaware Investments in April 2005 as a senior portfolio manager on the firm’s Focus Growth Equity team, which is responsible for large-cap growth, all-cap growth, and one smid-cap growth portfolio. He was most recently a principal and portfolio manager at Transamerica Investment Management, where he also managed sub-advised funds and institutional separate accounts. Prior to joining Transamerica in 1998, he was a portfolio manager with The Franklin Templeton Group. Prislin received an MBA and bachelor’s degree in business administration from the University of California at Berkeley.
Category Low
0.0
Category High
48.6
Category Average
7.08
Category Mode
1.6
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