Delaware Small Cap Fund Quote
| DCZRX Fund | USD 33.37 0.12 0.36% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Delaware Small is trading at 33.37 as of the 27th of November 2024; that is 0.36% down since the beginning of the trading day. The fund's open price was 33.49. Delaware Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Delaware Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. 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
| 0.98 | OASGX | Optimum Small Mid | PairCorr |
| 0.97 | OASVX | Optimum Small Mid | PairCorr |
| 0.95 | WSGAX | Ivy Small Cap | PairCorr |
Moving against 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 | 30th of September 2024 |
Delaware Small Cap [DCZRX] is traded in USA and was established 27th of November 2024. 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 4.61 B in assets under management (AUM) with no minimum investment requirementsDelaware Small Cap is currently producing year-to-date (YTD) return of 18.21% with the current yeild of 0.01%, while the total return for the last 3 years was 3.62%.
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
| FIVE | Five Below | Stock | Consumer Discretionary | |
| WNS | WNS Holdings | Stock | Industrials | |
| EGP | EastGroup Properties | Stock | Real Estate | |
| SIGI | Selective Insurance Group | Stock | Financials | |
| MTZ | MasTec Inc | Stock | Industrials | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care | |
| TTEK | Tetra Tech | Stock | Industrials | |
| RGEN | Repligen | Stock | Health Care |
Delaware Small Cap Risk Profiles
| Mean Deviation | 0.8565 | |||
| Semi Deviation | 0.8177 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.49 |
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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