DLMAX : Delaware Mid Cap Value Fund Class A

DLMAX is a US Stocks Market Mid-Cap Value with HIGH fees.

DLMAX

Delaware Mid Cap Value Fund Class A

FI Score

26 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

26% FI Score
  • dlmax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Delaware Mid Cap Value Fund Class A

Expenses: 1.17% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund invests primarily in investments of medium-sized companies whose stock prices appear low relative to their underlying value or future potential. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of medium-sized companies. The adviser considers medium-sized companies to be those companies whose market capitalizations fall within the range represented in the Russell Midcap® Value Index at the time of the fund's investment.

Largest Holdings

Amount Holding
3.41% Synopsys Inc
2.17% East West Bancorp Inc
2.09% Raymond James Financial Inc
2.03% Public Service Enterprise Group Inc
1.94% Allstate Corp
1.91% ITT Inc
1.91% CMS Energy Corp
1.79% Hess Corp
1.79% Teradyne Inc
1.79% KBR Inc
1.79% WEC Energy Group Inc
1.76% KeyCorp
1.66% Quanta Services Inc
1.66% Berry Global Group Inc
1.63% Newmont Corp
1.63% Graphic Packaging Holding Co
1.59% Zimmer Biomet Holdings Inc
1.53% Quest Diagnostics Inc
1.52% Reinsurance Group of America Inc
1.51% The Hartford Financial Services Group Inc
1.50% Keysight Technologies Inc
1.50% Synchrony Financial
1.48% Life Storage Inc
1.42% Huntsman Corp
1.42% Globe Life Inc

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