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Delafield Fund

DEFIX
26.79
-0.04
-0.15%
7/25/2016
5 Years
  • Previous Close

    26.83

  • Net Assets

    442.08M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.25%

  • Category

    Mid-Cap Value

  • Morningstar Risk

    High

  • Morningstar Rating ★★
Profile

Name of Issuer

Tocqueville

Fund Style

Open

Fund Manager

Joshua Kaufthal

Investment Style

Small Value

The investment seeks long-term preservation of capital (sufficient growth to outpace inflation over an extended period of time) and growth of capital. The fund will have more than 65% of its assets invested in equity securities. It seeks to achieve its objectives by investing primarily in the equity securities (i.e., common stocks, securities convertible into common stocks or rights or warrants to subscribe for or purchase common stocks) of domestic companies. Specifically, the fund will primarily invest in equity securities of domestic companies which the portfolio managers believe to be undervalued or to represent special situations.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 250
Initial Purchase: AIP NA

Inception

11/19/1993

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