DEVLX : Delaware Small Cap Value Fund Class A

DEVLX is a US Stocks Market Small Value with MODERATE fees.

DEVLX

Delaware Small Cap Value Fund Class A

FI Score

57 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

57% FI Score
  • devlx
  • Mutual Fund
  • US Stocks
  • Small Value

Delaware Small Cap Value Fund Class A

Expenses: 1.15% (Better than 1% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies. It invests primarily in investments of small companies whose stock prices, in the portfolio managers' opinion, appear low relative to their underlying value or future potential.

Largest Holdings

Amount Holding
2.81% East West Bancorp Inc
2.26% ITT Inc
2.14% Teradyne Inc
1.99% Berry Global Group Inc
1.96% MasTec Inc
1.77% Stifel Financial Corp
1.68% Southwest Gas Holdings Inc
1.63% Webster Financial Corp
1.60% The Hanover Insurance Group Inc
1.60% Werner Enterprises Inc
1.59% Umpqua Holdings Corp
1.56% Black Hills Corp
1.52% Selective Insurance Group Inc
1.52% F N B Corp
1.44% Hancock Whitney Corp
1.42% Western Alliance Bancorp
1.39% American Equity Investment Life Holding Co
1.35% Cirrus Logic Inc
1.33% Flex Ltd
1.33% Altra Industrial Motion Corp
1.32% Louisiana-Pacific Corp
1.29% Lexington Realty Trust
1.28% Highwoods Properties Inc
1.27% Outfront Media Inc
1.26% Valley National Bancorp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo