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.
Will DVLRX 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 DVLRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DVLRX 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 DVLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.