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Delaware Small Cap Value R DVLRX

Analyst rating as of
NAV / 1-Day Return
67.22  /  0.72 %
Total Assets
6.2 Bil
Adj. Expense Ratio
1.360%
Expense Ratio
1.360%
Fee Level
Below Average
Longest Manager Tenure
10.41 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.11%
Turnover
14%

Morningstar’s Fund Analysis DVLRX

Will DVLRX 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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