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Delaware Mid Cap Value I DLMIX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 7.90  /  0.75 %
  • Total Assets 61.0 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.25%
  • Turnover 26%

Morningstar’s Analysis DLMIX

Will DLMIX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Delaware Mid Cap Value I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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