Delaware Small Cap Value Fund A Class (DEVLX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.06: the stock has moved about 6% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDelaware Small Cap Value Fund A Class (DEVLX) trades at $69.16. Delaware Small Cap Value Fund A Class (DEVLX) seeks capital appreciation by investing primarily in undervalued small-capitalization companies. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for DEVLX: DEVLX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Delaware Small Cap Value Fund A Class (DEVLX) Financial Services Profile
Delaware Small Cap Value Fund A Class (DEVLX) focuses on capital appreciation through investments in undervalued small-capitalization companies. With a strategy centered on identifying companies with growth potential, DEVLX operates within the competitive asset management sector, targeting investors seeking exposure to the small-cap market.
What Is the Investment Thesis for DEVLX?
Delaware Small Cap Value Fund A Class (DEVLX) presents an investment opportunity centered on its focus on undervalued small-capitalization companies. The fund's success hinges on the portfolio managers' ability to accurately identify companies whose stock prices do not reflect their intrinsic value or future growth potential. With a beta of 1.06, DEVLX exhibits market-correlated volatility. Key value drivers include the fund's ability to generate returns through successful stock selection and the overall performance of the small-cap market. Growth catalysts include potential economic expansion that disproportionately benefits small businesses and increased investor interest in undervalued assets. A risk factor is the inherent volatility associated with small-cap stocks, which can be more susceptible to market fluctuations and economic downturns. The fund's strategy of investing at least 80% of its assets in small-cap companies provides focused exposure to this segment, but also concentrates risk.
Based on FMP financials and quantitative analysis
DEVLX Key Highlights
DEVLX focuses on capital appreciation through investments in undervalued small-capitalization companies.
- The fund invests at least 80% of its net assets in small-cap companies.
- DEVLX operates within the asset management industry, catering to investors seeking small-cap exposure.
- The fund's investment decisions are based on the portfolio managers' assessment of company fundamentals.
- DEVLX has a beta of 1.06, indicating market-correlated volatility.
Who Are DEVLX's Competitors?
DEVLX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CIPMX Champlain Mid Cap Fund Advisor Class | $20.91 | +0.43% | $2.22B | — |
| DEVIX Delaware Small Cap Value Fund Institutional Class | $76.12 | +1.12% | $3.35B | — |
| EMGYX Allspring Emerging Markets Equity Fund Admin Class | $33.96 | +1.22% | $3.62B | — |
| JDPAX Janus Henderson Mid Cap Value Fund Class A | $16.73 | +0.84% | $3.73B | — |
| JMCVX Janus Henderson Mid Cap Value Fund - T Shares | $16.37 | +0.86% | $3.65B | — |
| BLK BlackRock, Inc. | $1044.70 | -1.41% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $109.30 | -2.20% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.58 | -0.04% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DEVLX's Key Strengths?
Focus on undervalued small-cap companies.
- Experienced portfolio management team.
- Disciplined investment process.
- Potential for high returns from successful stock selection.
What Are DEVLX's Weaknesses?
High volatility associated with small-cap stocks.
- Dependence on the portfolio managers' stock-picking abilities.
- Potential for underperformance during market downturns.
- No dividend payouts.
What Are the Key Risks for DEVLX?
Market volatility negatively impacting small-cap valuations.
- Economic recession affecting small businesses.
- Competition from other asset management firms.
- Dependence on the portfolio managers' stock-picking abilities.
What Are DEVLX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced portfolio management team.
- Disciplined investment process focused on fundamental analysis.
What Does DEVLX Do?
Delaware Small Cap Value Fund A Class (DEVLX) is a mutual fund managed with the objective of achieving capital appreciation. The fund's strategy revolves around investing primarily in small-capitalization companies that are perceived to be undervalued by the portfolio managers. This means that the fund seeks out companies whose stock prices are low relative to their underlying value or future potential. Under normal circumstances, at least 80% of the fund's net assets, plus any borrowings for investment purposes, are allocated to investments in small-cap companies. The fund operates within the asset management industry, catering to investors who are looking for exposure to the small-cap segment of the market. By focusing on undervalued companies, DEVLX aims to provide investors with the opportunity to benefit from the potential growth and appreciation of these companies as they realize their intrinsic value. The fund's investment decisions are guided by the portfolio managers' assessment of a company's fundamentals and future prospects. DEVLX does not distribute dividends, reinvesting all earnings to further grow the fund's asset base. This strategy aligns with its core objective of capital appreciation, prioritizing long-term growth over immediate income for its investors. The fund is managed out of Philadelphia, USA.
What Products and Services Does DEVLX Offer?
- Invests in small-capitalization companies.
- Seeks capital appreciation through undervalued stock selection.
- Allocates at least 80% of assets to small-cap investments.
- Conducts research to identify companies with low stock prices relative to their potential.
- Manages a portfolio of small-cap stocks.
- Provides investors with exposure to the small-cap market segment.
- Reinvests earnings to further grow the fund's asset base.
How Does DEVLX Make Money?
- Generates revenue through management fees charged to investors.
- Aims to increase assets under management (AUM) by attracting new investors and generating positive returns.
- Focuses on identifying undervalued small-cap companies to achieve capital appreciation.
What Industry Does DEVLX Operate In?
Delaware Small Cap Value Fund A Class (DEVLX) operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. DEVLX competes with other asset management firms, including CIPMX, DEVIX, EMGYX, JDPAX, and JMCVX, all vying for investor capital. The fund's focus on small-cap value investing differentiates it within the broader market, targeting investors seeking exposure to this specific segment. The asset management industry is subject to regulatory oversight and compliance requirements, which can impact operational costs and investment strategies.
Who Are DEVLX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors looking for small-cap exposure.
- Retirement savers seeking long-term growth.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 52 |
| 2026-08-31 | 52 |
| 2026-09-08 | 52 |
| 2026-09-16 | 52 |
| 2026-09-24 | 52 |
| 2026-10-04 | 52 |
| 2026-10-05 | 52 |
What changed?
The score has stayed at 52.
Over the same 30 days the stock moved -4.7%.
DEVLX Financials
Bull Case vs Bear Case
Bull Case
- Focus on undervalued small-cap companies.
- Experienced portfolio management team.
- Disciplined investment process.
- Potential for high returns from successful stock selection.
Bear Case
- High volatility associated with small-cap stocks.
- Dependence on the portfolio managers' stock-picking abilities.
- Potential for underperformance during market downturns.
- No dividend payouts.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
DEVLX Latest News
No recent news available for DEVLX.
DEVLX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DEVLX.
Price Targets
Wall Street price target analysis for DEVLX.
DEVLX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DEVLX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Delaware Small Cap Value Fund A Class (DEVLX) — Financials
What do analysts say about DEVLX stock?
However, it is important to note that DEVLX is a mutual fund, not a stock. Therefore, analysts do not provide ratings or price targets for DEVLX itself. Instead, analysts may provide insights on the overall small-cap market or the specific companies held within the fund's portfolio.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Further analysis may be required upon completion.