Delaware Small Cap Fund Quote
| DVLRX Fund | USD 75.33 1.23 1.66% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Delaware Small is trading at 75.33 as of the 23rd of November 2024; that is 1.66% increase since the beginning of the trading day. The fund's open price was 74.1. Delaware Small has less than a 18 % 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 24th of October 2024 and ending today, the 23rd of November 2024. 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
| 0.91 | OASGX | Optimum Small Mid | PairCorr |
| 0.98 | OASVX | Optimum Small Mid | PairCorr |
| 0.91 | WSGAX | Ivy Small Cap | PairCorr |
Moving against Delaware Mutual Fund
Delaware Mutual Fund Highlights
| Fund Concentration | Delaware Funds by Macquarie Funds, Large Funds, Small Value Funds, Small Value, Delaware Funds by Macquarie (View all Sectors) |
| Update Date | 30th of September 2024 |
Delaware Small Cap [DVLRX] is traded in USA and was established 23rd 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 Value category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 4.4 B in assets under management (AUM) with no minimum investment requirementsDelaware Small Cap is currently producing year-to-date (YTD) return of 16.28% with the current yeild of 0.01%, while the total return for the last 3 years was 3.07%.
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
| TSE | Trinseo SA | Stock | Materials | |
| AEL | American Equity Investment | Stock | Financials | |
| FUL | H B Fuller | Stock | Materials | |
| COMM | CommScope Holding Co | Stock | Information Technology | |
| SNPS | Synopsys | Stock | Information Technology | |
| MTH | Meritage | Stock | Consumer Discretionary | |
| WERN | Werner Enterprises | Stock | Industrials | |
| WBS | Webster Financial | Stock | Financials |
Delaware Small Cap Risk Profiles
| Mean Deviation | 0.8826 | |||
| Semi Deviation | 0.7566 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
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.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |