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Delaware Value® Inst DDVIX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 18.81  /  1.10 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.69%
  • Turnover 22%

Morningstar’s Analysis DDVIX

Will DDVIX outperform in future?

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

Summary

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An incline in its Process Pillar rating is the primary driver of Delaware Value® Inst's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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