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Delaware Ivy High Yield A IPNAX

Quantitative rating as of
NAV / 1-Day Return
8.36  /  0.00
Total Assets
41.6 Mil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Distribution Fee Level
Average
Share Class Type
Front Load
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
750
Status
Open
TTM Yield
6.09%
Effective Duration
4.73 years

Morningstar’s Analysis IPNAX

Will IPNAX outperform in future?

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

Summary

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An incline in People Pillar rating is the primary driver of Delaware Ivy High Yield A's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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