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Delaware Value® R DDVRX

Quantitative rating as of
NAV / 1-Day Return
20.29  /  0.25 %
Total Assets
7.0 Bil
Adj. Expense Ratio
1.180%
Expense Ratio
1.180%
Distribution Fee Level
Average
Share Class Type
Retirement, Medium
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.88%
Turnover
22%

Morningstar’s Analysis DDVRX

Will DDVRX outperform in future?

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

Summary

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Weakness in Delaware Value® R's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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