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Delaware Small Cap Growth Institutional DSGGX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 11.13  /  +0.27 %
  • Total Assets 110.4 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 122%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:50 PM GMT+0

Morningstar’s Analysis DSGGX

Will DSGGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Delaware Small Cap Growth Institutional's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings DSGGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberArk Software Ltd

3.91 4.2 Mil
Technology

Parsons Corp

2.75 2.9 Mil
Technology

Sprout Social Inc Class A

2.66 2.8 Mil
Technology

Progyny Inc

2.49 2.6 Mil
Healthcare

Federal Signal Corp

2.49 2.6 Mil
Industrials

CBIZ Inc

2.44 2.6 Mil
Industrials

DoubleVerify Holdings Inc

2.32 2.5 Mil
Technology

Red Rock Resorts Inc Class A

2.28 2.4 Mil
Consumer Cyclical

Vericel Corp

2.21 2.3 Mil
Healthcare

Houlihan Lokey Inc Class A

2.06 2.2 Mil
Financial Services