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Delaware Mid Cap Value R DLMRX

Quantitative rating as of
  • NAV / 1-Day Return 7.92  /  0.64 %
  • Total Assets 60.0 Mil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.62%
  • Turnover 26%

Morningstar’s Analysis DLMRX

Will DLMRX outperform in future?

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

Summary

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A drop in its Process Pillar rating is the primary driver of Delaware Mid Cap Value R's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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