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Macquarie Small Cap Value R (DVLRX)

52.71
-2.36
(-4.29%)
At close: 8:00:35 PM EDT
Loading Chart for DVLRX
  • Previous Close 55.07
  • YTD Return -5.36%
  • Expense Ratio 1.36%
  • Category Small Value
  • Last Cap Gain 50.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.01B
  • Beta (5Y Monthly) 1.10
  • Yield 0.98%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.64
  • Inception Date Nov 9, 1992

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. 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.

Macquarie

Fund Family

Small Value

Fund Category

4.01B

Net Assets

1992-11-09

Inception Date

Performance Overview: DVLRX

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Trailing returns as of 4/4/2025. Category is Small Value.

YTD Return

DVLRX
5.36%
Category
26.79%
 

1-Year Return

DVLRX
1.29%
Category
71.02%
 

3-Year Return

DVLRX
1.02%
Category
9.35%
 

5-Year Return

DVLRX
15.54%
Category
12.17%
 

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Holdings: DVLRX

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Sector Weightings

SectorDVLRX
Industrials   19.08%
Technology   9.39%
Real Estate   9.16%
Energy   6.49%
Healthcare   4.05%
Utilities   3.99%

Recent News: DVLRX

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Research Reports: DVLRX

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