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Delaware Small Cap Value Instl DEVIX

Analyst rating as of
NAV / 1-Day Return
68.99  /  3.65 %
Total Assets
5.6 Bil
Adj. Expense Ratio
0.860%
Expense Ratio
0.860%
Fee Level
Below Average
Longest Manager Tenure
25.15 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.56%
Turnover
14%

Morningstar’s Analysis

Will DEVIX outperform in future?

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

With a management transition in the works, this strategy remains a decent option at the right price.

Summary

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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.

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