Delaware Smid Cap Growth’s intrepid approach can shine at times but has drawbacks, limiting its Morningstar Analyst Rating to Neutral across all share classes.
Will DFDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFDIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFDIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DFDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.