Advertisement
Skip to Content

Delaware Ivy Total Return Bd R6 IRBRX

Quantitative rating as of
  • NAV / 1-Day Return 8.30  /  0.12 %
  • Total Assets 68.3 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 9.89%
  • Effective Duration

Morningstar’s Analysis IRBRX

Will IRBRX outperform in future?

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

Summary

|

A sound investment process and strong management team underpin Delaware Ivy Total Return Bd R6's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor