After the recent retirement of its longtime manager, Delaware Small Cap Value now has new leaders. Their experience here should aid a smooth transition, but an undifferentiated approach limits its Morningstar Analyst Rating to Neutral for the most expensive share classes, while cheaper ones earn Bronze.
- NAV / 1-Day Return 73.31 / 1.44 %
- Total Assets 6.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.860%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.95%
- Turnover 14%
Morningstar’s Analysis DEVIX
Will DEVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.