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.
Delaware Smid Cap Growth A DFCIX
NAV / 1-Day Return
16.40
/
0.67
%
Total Assets
1.8 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Low
Longest Manager Tenure
6.24
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
—
Morningstar’s Fund 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.
This strategy doesn’t pull in its horns, for better or worse.
