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Morningstar

Delaware Limited-Term Diversified Inc A DTRIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.78  /  0.01 %
  • Total Assets 431.1 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.640%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.46%
  • Effective Duration 2.06 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:38 PM GMT+00:00

Morningstar’s Analysis DTRIX

Will DTRIX 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 DTRIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DTRIX 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 DTRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Competent, but hard to pinpoint its advantage.

Associate Director

Summary

| by Maciej Kowara

A lack of a clear differentiation from the competition underpins Delaware Limited-Term Diversified Income Fund’s ratings. Most of its share classes earn a Morningstar Analyst Rating of Neutral, while the most expensive one is Negative.

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