Delaware Small is trading at 61.33 as of the 29th of January 2026; that is 0.18% down since the beginning of the trading day. The fund's open price was 61.44. Delaware Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 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
Delaware Small Cap [DVLRX] is traded in USA and was established 29th of January 2026. 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 5.84% with the current yeild of 0.01%, while the total return for the last 3 years was 8.48%.
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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 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 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.
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.