A solid team should help Delaware Small Cap Value navigate an upcoming manager transition, but an undifferentiated approach limits the Morningstar Analyst Rating to Neutral on the strategy's most expensive shares, while cheaper ones earn Bronze.
Will DEVIX 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 DEVIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DEVIX 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 DEVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.