DEVLX Rating, Research - Delaware Small Cap Value A

Delaware Small Cap Value A (devlx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 32

Threats + Weaknesses = 26

When strengths & opportunities substantially exceed threats & weaknesses an investment in the devlx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Delaware Small Cap Value A (DEVLX) Description: DEVLX is a mutual fund, which is an investment that owns a basket of assets. The DEVLX mutual fund was provided by Delaware and this investment vehicle derives the majority of its value from equity holdings (stocks). Delawares mutual fund has a long management tenure and is in the average fund size classification. DEVLXs minimum initial investment amount is $1000 while the IRA minimum is $250. DEVLXs expense ratio is roughly 1%. The latest DEVLXs front end load was 6% and the back end load was 0%. The Delaware Small Cap Value A (DEVLX) mutual fund falls under the small value category. DEVLX focuses its investments in USA and DEVLX is not affiliated with a particular industry or fund sector. The Delaware Small Cap Value A (DEVLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DEVLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DEVLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return; capital appreciation is a secondary objective. The fundses a moderate asset allocation strategy designed for investors expecting to retire around the year 2035. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fundses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2035).

Management Analysis Update

Delaware Small Cap Value A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update