Delaware Smid Cap Growth’s intrepid approach can shine at times but has drawbacks, limiting its Morningstar Analyst Rating to Neutral across all share classes.
Will DFCIX 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 DFCIX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of DFCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.