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Morningstar

Delaware Ivy Total Return Bd R6 IRBRX

Morningstar Analyst Rating
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 —

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 1:31 AM GMT+00:00

Morningstar’s Analysis IRBRX

Will IRBRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IRBRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IRBRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of IRBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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