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Delaware Ivy Multi-Asset Income I IMAIX

Quantitative rating as of
  • NAV / 1-Day Return 9.65  /  0.31 %
  • Total Assets 147.7 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.90%
  • Turnover 127%

Morningstar’s Analysis IMAIX

Will IMAIX 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 Multi-Asset Income I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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