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Delaware Ivy Energy Fund Class Y IEYYX

Analyst rating as of
NAV / 1-Day Return
6.37  /  2.91 %
Total Assets
194.2 Mil
Adj. Expense Ratio
1.400%
Expense Ratio
1.400%
Fee Level
High
Longest Manager Tenure
15.47 years
Category
Equity Energy
Investment Style
Mid Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.75%
Turnover
30%
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Morningstar’s Analysis

Will IEYYX outperform in future?

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

Delaware Ivy Energy's Rating Is Under Review Because of an Upcoming Management Change

Analyst

Analyst Note

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Effective on or about Nov. 15, 2021, Delaware Ivy Energy's longtime manager David Ginther and comanager Michael Wolverton will be replaced by Samuel Halpert and Geoffrey King of Macquarie's global natural resources equity team. This change stems from Macquarie's efforts to integrate the Ivy funds following the acquisition of Waddell & Reed, parent company of Ivy Investments.

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