FIUSX : Delaware Opportunity Fund Class A

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

FIUSX

Delaware Opportunity Fund Class A

FI Score

37 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

37% FI Score
  • fiusx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Delaware Opportunity Fund Class A

Expenses: 1.20% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in mid-size companies that the fund's Adviser believes offer attractive valuation and quality characteristics. It may invest in active or passive exchange-traded funds ("ETFs") to gain exposure to such securities and up to 20% of its net assets in real estate investment trusts (REITs). It may continue to hold stocks of companies that grow into larger companies and may also invest opportunistically in larger companies.

Largest Holdings

Amount Holding
3.42% Synopsys Inc
2.17% East West Bancorp Inc
2.10% Raymond James Financial Inc
2.02% Public Service Enterprise Group Inc
1.97% Allstate Corp
1.93% ITT Inc
1.90% CMS Energy Corp
1.82% Teradyne Inc
1.80% Hess Corp
1.80% KBR Inc
1.78% WEC Energy Group Inc
1.75% KeyCorp
1.67% Quanta Services Inc
1.67% Berry Global Group Inc
1.65% 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
1.51% Keysight Technologies Inc
1.49% Life Storage Inc
1.49% Synchrony Financial
1.43% Huntsman Corp
1.42% Globe Life Inc

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