DEVIX – Fund Analysis – Delaware Small Cap Value Instl | Morningstar

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Will DEVIX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the DEVIX 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 DEVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decent at the right price.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. The following text is from Aug. 24, 2023.

by Eric Schultz

Rated on Jul 9, 2024 Published on Jul 9, 2024

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