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Delaware Mid Cap Growth Equity C (DEEVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.08+0.14 (+0.74%)
At close: 08:01PM EDT

Delaware Mid Cap Growth Equity C

Philadelphia, PA 19103

One Commerce Square,2005 Market Street

Delaware Group Equity Funds IV

Management information
Kimberly A. Scott,Lead manager since 4 December 2022
Kim Scott，Senior Vice President of Ivy Investment Management Company, has served as portfolio manager of the Fund since May 2014. She has been portfolio manager of Ivy Mid Cap Growth Fund since 2001 and of Ivy VIP Mid Cap Growth since 2005. She has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. She assumed co-portfolio manager responsibilities for the mid cap growth product suite in 2016. Ms. Scott joined the organization in 1999 as an equity investment analyst. She was appointed assistant vice president in 2000. She was appointed vice president in 2001 and senior vice president in 2004. Prior to joining the firm, Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco. Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987. Ms. Scott is a CFA charterholder. She is a member of the CFA Institute and the CFA Society Kansas City.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyDelaware Funds by Macquarie
Net assets1.29B
YTD return6.86%
Yield0.00%
Morningstar rating★
Inception date26 Mar 1986

Fund operations

Last dividend0.10
Last cap gain-61.00
Holdings turnover133.00%
Average for categoryN/A

Fees and expenses

ExpenseDEEVXCategory average
Annual report expense ratio (net)1.04%1.09%
Prospectus net expense ratio1.04%N/A
Prospectus gross expense ratio1.15%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A