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Morningstar

Delaware Climate Solutions I IVEIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.76  /  1.22 %
  • Total Assets 268.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Equity Energy
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.87%
  • Turnover 113%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis IVEIX

Will IVEIX 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 IVEIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IVEIX 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 IVEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This former energy-focused offering has reinvented itself.

Analyst

Summary

| by Paul Ruppe

Delaware Climate Solutions (formerly Delaware Ivy Energy) recently overhauled its approach and added some new faces to its management team. It warrants a Morningstar Analyst Rating of Neutral across all share classes.

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