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.
- NAV / 1-Day Return 9.50 / 0.42 %
- Total Assets 184.2 Mil
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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%
Morningstar’s Analysis DFFIX
Will DFFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.