Delaware Smid Cap Growth’s recent successes belie its risks. Its aggressive approach, coupled with its diminishing nimbleness, warrants a Morningstar Analyst Rating of Neutral across all share classes.
Delaware Smid Cap Growth A DFCIX
NAV / 1-Day Return
43.21
/
1.46
%
Total Assets
5.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.100%
Expense Ratio
1.100%
Fee Level
Below Average
Longest Manager Tenure
4.97
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
79%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Proceed with caution.
