Delaware Small Cap Fund Quote
| DCCCX Fund | USD 25.41 0.07 0.28% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Delaware Small is trading at 25.41 as of the 17th of January 2025; that is 0.28 percent increase since the beginning of the trading day. The fund's open price was 25.34. Delaware Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund invests primarily in stocks of small companies that its investment manager believes have a combination of attractive valuations, growth prospects, and strong cash flows. Under normal circumstances, at least 80 percent of the funds net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies . More on Delaware Small Cap
Moving together with Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, Small Blend Funds, Small Blend, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Delaware Small Cap [DCCCX] is traded in USA and was established 17th of January 2025. Delaware Small is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 7.24 B in assets under management (AUM) with no minimum investment requirementsDelaware Small Cap is currently producing year-to-date (YTD) return of 0.98%, while the total return for the last 3 years was 1.58%.
Check Delaware Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Delaware Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Delaware Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Delaware Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Delaware Small Cap Mutual Fund Constituents
| RARE | Ultragenyx | Stock | Health Care | |
| RPT | Rithm Property Trust | Stock | Real Estate | |
| WCC | WESCO International | Stock | Industrials | |
| ESNT | Essent Group | Stock | Financials | |
| RPD | Rapid7 Inc | Stock | Information Technology | |
| FSS | Federal Signal | Stock | Industrials | |
| AIT | Applied Industrial Technologies | Stock | Industrials | |
| ESE | ESCO Technologies | Stock | Industrials |
Delaware Small Cap Risk Profiles
| Mean Deviation | 0.8444 | |||
| Semi Deviation | 1.06 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.54 |
Delaware Small Against Markets
Other Information on Investing in Delaware Mutual Fund
Delaware Small financial ratios help investors to determine whether Delaware Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Delaware with respect to the benefits of owning Delaware Small security.
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