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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
    0.860%
  • 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.

Summary

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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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