Small-Stock Managers Still Top the Charts: DFCIX) - (AOFIX)

Ted

FYI: Our winner, Alex Ely of Delaware Smid Cap Fund (up 58.7% over 12 months), sees opportunities as many industries undergo upheavals.
I haven’t been nearly optimistic enough—that’s been my problem,” says Alex Ely.

Mr. Ely, manager of Delaware Smid Cap Fund (DFCIX), trounced the managers of all the other small-cap and midcap growth mutual funds that once again dominated the list of The Wall Street Journal Winners’ Circle finalists. For the 12 months ended Sept. 30, Mr. Ely’s fund posted a return of 58.7%. (The name of the fund, which has $1.67 billion in assets under management, uses “Smid” to mean small and midcap.)

Even now, with many small-caps in the red for September, the top-performing managers in the Winners’ Circle remain unflappable.

“I think there are still a lot of tailwinds for small-caps,” says Amy Zhang, manager of the $2.3 billion Alger Small Cap Focus Fund (AOFIX), which came in second, with a return of 51.9%.
Regards,
Ted
https://www.wsj.com/articles/small-stock-managers-still-top-the-charts-1538768042?mod=searchresults&page=1&pos=1

M* Snapshot DFCIX:
https://www.morningstar.com/funds/XNAS/DFCIX/quote.html

Lipper Snapshot DFCIX:
https://www.marketwatch.com/investing/fund/dfcix

DFCIX Is Ranked #24 In The (SCG) Fund Category By U.S. News & World Report:
https://money.usnews.com/funds/mutual-funds/small-growth/delaware-smid-cap-growth-fund/dfcix

M* Snapshot AOFIX:
https://www.morningstar.com/funds/xnas/aofix/quote.html

Lipper Snapshot AOFIX:
https://www.marketwatch.com/investing/fund/aofix

AOFIX Is Unranked In The (SCG) Fund Category By U.S. News & World Report:
https://money.usnews.com/funds/mutual-funds/small-growth/alger-small-cap-focus-fund/aofix