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Delaware Total Return A FITRX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 14.36  /  0.62 %
  • Total Assets 405.6 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.63%
  • Turnover 57%

Morningstar’s Analysis FITRX

Will FITRX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Total Return A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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