Delaware Small Cap Core I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 28.19 / 0.77 %
- Total Assets 7.7 Bil
Adj. Expense Ratio
- Expense Ratio 0.810%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.45%
- Turnover 24%
Morningstar’s Analysis DCCIX
Will DCCIX outperform in future?
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