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Morningstar

Delaware Small Cap Growth Institutional DSGGX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 10.41  /  −0.29 %
  • Total Assets 94.6 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 Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 11:33 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSGGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSGGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSGGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Manager Research
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Portfolio Holdings DSGGX

More DSGGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberArk Software Ltd

4.01 4.4 Mil
Technology

Parsons Corp

3.08 3.4 Mil
Technology

CBIZ Inc

2.48 2.7 Mil
Industrials

Sprout Social Inc Class A

2.42 2.6 Mil
Technology

Federal Signal Corp

2.30 2.5 Mil
Industrials

Progyny Inc

2.24 2.4 Mil
Healthcare

Red Rock Resorts Inc Class A

2.19 2.4 Mil
Consumer Cyclical

Vericel Corp

2.12 2.3 Mil
Healthcare

Onto Innovation Inc

2.10 2.3 Mil
Technology

Wingstop Inc

2.08 2.3 Mil
Consumer Cyclical