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.
- NAV / 1-Day Return 71.72 / 1.43 %
- Total Assets 6.4 Bil
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Adj. Expense Ratio
- Expense Ratio 1.110%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.74%
- Turnover 14%
Morningstar’s Analysis DEVLX
Will DEVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.