A middling Parent Pillar and a subpar Process Pillar help limit Delaware Opportunity 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.
- NAV / 1-Day Return 31.69 / 0.84 %
- Total Assets 598.2 Mil
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Adj. Expense Ratio
- Expense Ratio 1.140%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.63%
- Turnover 17%
Morningstar’s Analysis FIUSX
Will FIUSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.