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Delaware Small Cap Value Instl DEVIX

Analyst rating as of
  • 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.

Reasonable at the right price.



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.

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