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Delaware Ivy International Core Eq A IVIAX

Analyst rating as of
NAV / 1-Day Return
20.87  /  1.07 %
Total Assets
2.5 Bil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Average
Longest Manager Tenure
15.59 years
Category
Foreign Large Blend
Investment Style
Large Blend
Min. Initial Investment
750
Status
Open
TTM Yield
0.86%
Turnover
76%
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Morningstar’s Analysis

Will IVIAX outperform in future?

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Delaware Ivy International Core Equity Placed Under Review Owing to Forthcoming Manager Changes

Senior Analyst

Analyst Note

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Effective Nov. 15, 2021, Delaware Ivy International Core Equity ICEIX will have new managers and a new benchmark. This strategy's overhaul follows a strategic review of legacy Ivy Funds by new parent firm Macquarie Asset Management. Current managers John Maxwell and Catherine Murray will be replaced by two members of the Ivy Global Growth Equity team, Chace Brundige and Aditya Kapoor. The strategy’s benchmark will change to the MSCI ACWI ex-US Index from the MSCI EAFE Index. As a result of these forthcoming changes, the strategy’s Morningstar Analyst Rating has been placed Under Review for all share classes.

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