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Morningstar

Delaware Strategic Allocation Ins DFFIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.50  /  0.42 %
  • Total Assets 184.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.790%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 3.26%
  • Turnover 70%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:34 PM GMT+00:00

Morningstar’s Analysis DFFIX

Will DFFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFFIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Strategic Allocation Ins to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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