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Delaware Opportunity A FIUSX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 31.69  /  0.84 %
  • Total Assets 598.2 Mil
  • Adj. Expense Ratio
    1.160%
  • 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.

Summary

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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.

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