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Morningstar

Delaware Smid Cap Growth A DFCIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.45  /  0.70 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 81%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis DFCIX

Will DFCIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFCIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A recent leadership change is likely to result in a meaningful philosophical shift.

Analyst

Summary

| by Jader Dutra

Delaware Smid Cap Growth has a new management team with a disciplined investment process. The strategy earns a Morningstar Analyst Rating upgrade to Bronze from Neutral for all its share classes except its priciest, which remains Neutral.

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