Dow Down 0.18% Nasdaq Up 0.39%

Delaware Small Cap Core R (DCCRX)

19.64 Up 0.12(0.61%) Sep 2
Prev Close:19.52
YTD Return*:-1.94%
Net Assets*:303.55M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for DCCRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TEN1.2710.85
ITMN1.21199.19
GIII1.214.83
JACK1.1115.55
ICON1.085.84

Fund Basics

Morningstar Overall Rating:
Total Assets:303.55M
Category:Small Blend
Annual Report Expense Ratio (net):1.56%

Performance & Risk

YTD Return:-1.94%
5y Avg Return:17.84%
Rank in Category (ytd):46
% Rank in Category (ytd):6.28%
Beta (3y):1.30
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in stocks of small companies that the Manager believes have a combination of attractive valuations, growth prospects, and strong cash flows. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies (80% policy). The fund's managers consider small-capitalization companies to be companies within the market capitalization range of the Russell 2000 ® Index at the time of purchase. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback