DUGAX : Delaware U.S. Growth Fund Class A

DUGAX is a US Stocks Market Large Growth with HIGH fees.

DUGAX

Delaware U.S. Growth Fund Class A

FI Score

47 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

47% FI Score
  • dugax
  • Mutual Fund
  • US Stocks
  • Large Growth

Delaware U.S. Growth Fund Class A

Expenses: 1.11% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. investments (80% policy). It invests primarily in common stocks of companies that its portfolio managers believe have long-term capital appreciation potential and are expected to grow faster than the U.S. economy.

Largest Holdings

Amount Holding
11.85% Microsoft Corp
5.47% Visa Inc Class A
5.41% Amazon.com Inc
4.93% Ball Corp
4.82% Charter Communications Inc A
4.60% IQVIA Holdings Inc
4.59% CME Group Inc Class A
4.40% Alphabet Inc A
4.02% UnitedHealth Group Inc
3.83% Mastercard Inc A
3.72% PayPal Holdings Inc
3.60% Domino's Pizza Inc
3.60% ServiceNow Inc
3.45% KKR & Co Inc
3.43% Netflix Inc
3.26% Autodesk Inc
3.18% Illumina Inc
2.79% Charles Schwab Corp
2.64% Uber Technologies Inc
2.45% Take-Two Interactive Software Inc
2.06% Arista Networks Inc
2.00% Waste Management Inc
1.73% Adobe Inc
1.58% Coupa Software Inc
1.52% Nike Inc B

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