A solid team should help Delaware Small Cap Value navigate an upcoming manager transition, but an undifferentiated approach limits the Morningstar Analyst Rating to Neutral on the strategy's most expensive shares, while cheaper ones earn Bronze.
Delaware Small Cap Value C DEVCX Fund Analysis
Morningstar’s Fund Analysis DEVCX
Will DEVCX 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 DEVCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DEVCX 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 DEVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
With a management transition in the works, this strategy remains a decent option at the right price.
