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Delaware Ivy Accumulative Fund Class A IATAX Fund Analysis

| Quantitative rating as of | See Macquarie Investment Hub

Morningstar’s Analysis IATAX

Will IATAX 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 Ivy Accumulative Fund Class 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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