Delaware Small Cap Value Fund (DVLRX) Research

The fund primarily invests in smaller companies, with a policy to commit a minimum of 80% of its total assets—which includes any capital acquired through borrowing for investment purposes—to small-capitalization firms. Its strategy centers on identifying and acquiring shares in these smaller businesses that the portfolio managers believe are trading at a discount when compared to their intrinsic value or projected growth potential.

Market snapshot

Symbol
DVLRX
Price
$69.25
Day change
+1.47%
Market cap
$3.5B
52-week range
58.05-69.25
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Champlain Mid Cap Fund (CIPIX)
  • Allspring Special Small Cap Value Fund (ESPRX)
  • Janus Henderson Contrarian Fund (JCNIX)
  • Janus Henderson Contrarian Fund (JCNRX)
  • Janus Henderson Overseas Fund (JDIAX)
  • Janus Henderson Overseas Fund (JDIRX)
  • Janus Henderson Mid Cap Value Fund (JDPNX)
  • Janus Henderson Mid Cap Value Fund (JDPRX)

Open Delaware Small Cap Value Fund (DVLRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.