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Delaware Small Cap Value Instl DEVIX

Analyst rating as of
NAV / 1-Day Return
71.97  /  0.68 %
Total Assets
5.6 Bil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Fee Level
Below Average
Longest Manager Tenure
23.83 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.75%
Turnover
23%
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Morningstar’s Analysis

Will DEVIX outperform in future?

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

With a management transition in the works, this strategy remains a decent option at the right price.

Summary

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A strong team, but undifferentiated approach merits Delaware Small Cap Value’s cheaper shares a downgraded Morningstar Analyst rating of Bronze from Silver, while more expensive ones remain Neutral.

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