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Morningstar

Delaware International Small Cap R DGGRX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 6.83  /  0.29 %
  • Total Assets 76.8 Mil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.620%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.10%
  • Turnover 95%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis DGGRX

Will DGGRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGGRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DGGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DGGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Delaware International Small Cap R's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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