Delaware Small Cap Fund Quote
| DEVLX Fund | USD 68.55 0.19 0.28% |
PerformanceSolid
| Odds Of DistressLow
|
Delaware Small is trading at 68.55 as of the 12th of February 2026; that is 0.28% down since the beginning of the trading day. The fund's open price was 68.74. Delaware Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 14th of November 2025 and ending today, the 12th of February 2026. Click here to learn more.
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. 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.. More on Delaware Small Cap
Moving together with Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Fund Concentration | Nomura Funds, Large Funds, Small Value Funds, Small Value, Nomura (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of April 2025 |
| Fiscal Year End | November |
Delaware Small Cap [DEVLX] is traded in USA and was established 12th of February 2026. Delaware Small is listed under Nomura category by Fama And French industry classification. The fund is listed under Small Value category and is part of Nomura family. This fund currently has accumulated 3.67 B in assets under management (AUM) with no minimum investment requirementsDelaware Small Cap is currently producing year-to-date (YTD) return of 12.16% with the current yeild of 0.01%, while the total return for the last 3 years was 10.35%.
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.
Delaware Small Cap Risk Profiles
| Mean Deviation | 0.9562 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.6 | |||
| Downside Variance | 0.6955 |
Delaware Small Against Markets
Delaware Mutual Fund Analysis Notes
The fund retains 97.8% of assets under management (AUM) in equities. Large To learn more about Delaware Small Cap call the company at 800-523-1918.Delaware Small Cap Investment Alerts
| The fund retains 97.8% of its assets under management (AUM) in equities |
Top Delaware Small Cap Mutual Fund Constituents
| FUL | H B Fuller | Stock | |
| SNPS | Synopsys | Stock | |
| COMM | CommScope Holding Co | Stock | |
| MTH | Meritage | Stock | |
| WERN | Werner Enterprises | Stock | |
| WBS | Webster Financial | Stock | |
| WAL | Western Alliance Bancorporation | Stock | |
| THG | The Hanover Insurance | Stock | |
| TER | Teradyne | Stock | |
| SWX | Southwest Gas Holdings | Stock | |
| SIGI | Selective Insurance Group | Stock | |
| SF | Stifel Financial | Stock | |
| OUT | Outfront Media | Stock | |
| MTZ | MasTec Inc | Stock | |
| LPX | Louisiana Pacific | Stock | |
| ITT | ITT Inc | Stock | |
| HWC | Hancock Whitney Corp | Stock | |
| FNB | FNB Corp | Stock | |
| EWBC | East West Bancorp | Stock | |
| BKH | Black Hills | Stock | |
| BERY | Berry Global Group | Stock | |
| ATKR | Atkore International Group | Stock | |
| OLN | Olin Corporation | Stock | |
| TSE | Trinseo SA | Stock |
Delaware Small Outstanding Bonds
Delaware Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Delaware Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Delaware bonds can be classified according to their maturity, which is the date when Delaware Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Delaware Small Predictive Daily Indicators
Delaware Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Delaware Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 68.55 | |||
| Day Typical Price | 68.55 | |||
| Price Action Indicator | (0.1) | |||
| Period Momentum Indicator | (0.19) |
Delaware Small Forecast Models
Delaware Small's time-series forecasting models are one of many Delaware Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Delaware Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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