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Delaware Ivy Balanced Fund Class A IBNAX

Quantitative rating as of
NAV / 1-Day Return
23.32  /  0.43 %
Total Assets
1.8 Bil
Adj. Expense Ratio
Expense Ratio
1.040%
Distribution Fee Level
Average
Share Class Type
Front Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.60%
Turnover
94%

Morningstar’s Analysis IBNAX

Will IBNAX 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 Below Average Process Pillar rating limit Delaware Ivy Balanced Fund Class A to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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