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Delaware Select Growth Fund A Class: (MF: DVEAX)

(NASDAQ Mutual Funds) As of Apr 20, 2018 08:15 PM ET

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$39.29 USD

-0.27 (-0.68%)

Zacks MF Rank 5-Strong Sell         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Mar 31, 2018

Total Return %* Percentile Rank Objective
YTD 1.72 40
3 months 1.72 40
6 months 4.91 67
1 Year 18.11 47
3 Year 5.48 74
5 Year 8.76 73
10 Year 9.50 53

* Annual for three years and beyond.

Zacks Premium Research for DVEAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Sell 5
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Portfolio Statistics

%Unrealized Gain YTD 19.74
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 3/31/2018 227.12
%Turnover 3/31/2018 35.00

Risk

3 Year 5 Year 10 Year
Beta 0.97 0.97 1.04
Alpha -4.35 -3.49 0.00
R Squared 0.68 0.67 0.82
Std. Dev. 12.06 11.67 17.23
Sharpe 0.47 0.78 3.00

Sector / Country Weightings

As of 3/31/2018 % of Portfolio
Technology 34.71
Finance 19.24
Services 13.31
Health 12.21
Industrial Cyclical 7.60
Non-Durable 5.12
Retail Trade 3.40
Other 3.24
Utilities 1.06
Energy 0.11

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2017)
% of Portfolio Value (Mil$)
MICROSOFT CORP 6.78 26.49
PAYPAL HOLDINGS INC 6.49 25.36
BIOGEN INC 4.01 15.66
FEDEX CORP 3.43 13.40
CHARLES SCHWAB CORP 3.06 11.96
SYMANTEC CORP 2.83 11.05
CELGENE CORP 2.81 10.97
EBAY INC 2.72 10.61
VISA INC 2.51 9.80

Stock Holding % of Net Assets

As Of 10/31/2017
Total Issues 78
Avg. P/E 26.96
Avg. P/Book 5.17
Avg. EPS Growth 19.4
Avg. Market Value (Mil $) 146,630

Allocation

% of Portfolio
Large Growth 56.70
Large Value 5.68
Small Growth 0.00
Small Value 10.14
Foreign Stock 0.00
Emerging Market 5.74
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 16.66