Delaware small cap core fund fact sheet
WebThe Fund invests primarily in stocks of small companies that its investment manager, Delaware Management Company (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 … WebJan 18, 2012 · Delaware Smid Cap Growth Fund is in Morningstar's small-growth category. As of March 15, 2024, the fund has assets totaling almost $1.57 billion invested in 35 different holdings.
Delaware small cap core fund fact sheet
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WebSmall cap companies may have limited product lines or markets. They may be less financially secure than larger, more established companies. KEY FACTS Size of Fund (Millions) $3,703.1M Fund Launch Date 03/14/2013 Share Class Launch Date 03/14/2013 Morningstar Category Small Blend Number of Holdings 867 Benchmark Russell 2000 … WebThe Fund seeks long-term capital growth by investing in innovative small-cap companies that can take market share in their respective industries, allowing for higher and more sustainable earnings growth than the broader market. The team invests at least 80% of the Fund’s assets in small U.S. companies with a market cap of less than $3 billion ...
WebDelaware Small Cap Core I DCCIX Category Small Blend Overall Morningstar RatingTM Morningstar Return Morningstar Risk ★★★★★ Above Average Below Average Out of … WebMar 31, 2024 · Delaware Small Cap Value Fund Class A (Load Adjusted) -17.46%. 2.88%. 2.79%. 8.15%. 10.30%. Russell 2000 Value. Russell 2000 Value. The Russell 2000 ® Value Index is an unmanaged market capitalization-weighted index of value-oriented stocks of U.S. domiciled companies that are included in the Russell 2000 Index.
WebFact Sheet December 31, 2024 JPMorgan Small Cap Equity Fund A Shares Page 2 of 2 Holdings Top 10 (%) Primo Water Corp. 1.3 Brunswick Corp. 1.3 Lincoln Electric Holdings, Inc. 1.4 WEX, Inc. 1.4 Power Integrations, Inc. 1.5 Performance Food Group Co. 1.5 Encompass Health Corp. 1.5 AptarGroup, Inc. 1.6 MSA Safety, Inc. 1.7 WebMar 31, 2024 · Small-Cap Core Approach $ 4.42 B. Avg. Market Cap. Low Volatility. 97%. Active Share. Fund Longevity. 31+ ... The Fund invests primarily in small-cap stocks, which may involve considerably more risk than investing in larger-cap stocks. ... is a limited partnership organized under the laws of Delaware. Royce & Associates, LP, primarily …
WebAnalyze the Fund Delaware Small Cap Core Fund Class R6 having Symbol DCZRX for type workplacefunds and perform research on other mutual funds. Learn more about mutual …
WebThe KAR International Small-Mid Cap Portfolio focuses exclusively on small and mid-cap high-quality companies located primarily in developed non-U.S. markets. It is a high-conviction strategy that utilizes a bottom-up fundamental research approach to identify what we believe are the best companies at the most attractive prices within the high ... sharpe engineering amherst wiWebAs of 6/30/2024. Delaware Small Cap Core Fund was rated against the following numbers of Small Blend funds over the following time periods: 576 funds in the last three years, 528 funds in the last five years, and 350 funds in the last ten years. The calculation is based on a Morningstar Risk-Adjusted Return measure that accounts for variation in sharpee2WebSee Delaware Small Cap Value Fund (DEVIX) mutual fund ratings from all the top fund analysts in one place. See Delaware Small Cap Value Fund performance, holdings, fees, risk and other data from ... pork chop comedy duoWebSee Delaware Small Cap Core Fund (DCCAX) mutual fund ratings from all the top fund analysts in one place. See Delaware Small Cap Core Fund performance, holdings, … sharpe economistWebSpliced Small Cap Index Growth of a $10,000 investment: January 31, 2013— December 31, 2024 $24,633 Fund as of 12/31/22 $24,610 Benchmark as of 12/31/22 Annual returns Spliced Small Cap Index: Russell 2000 Index through May 16, 2003; MSCI US Small Cap 1750 Index through January 30, 2013; CRSP US Small Cap Index thereafter. F0548 … pork chop cook time and tempWebFund Performance. The fund has returned -6.65 percent over the past year, 8.90 percent over the past three years, 7.04 percent over the past five years, and 11.80 percent over the past decade. sharpe energy company log into my accountWebCIT Funds Fact Sheets. Certain Wilmington Trust Collective Investment Trust fact sheets are intended for institutional use only and may be used only by retirement plan sponsors, their consultants, and advisors. These fact sheets are labeled for institutional use only. All other fact sheets on this site may ultimately be used by retail investors. pork chop chinese recipe