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Delaware Ivy Mid Cap Income Opps I IVOIX

Quantitative rating as of
  • NAV / 1-Day Return 17.54  /  0.17 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.99%
  • Turnover 20%

Morningstar’s Analysis IVOIX

Will IVOIX outperform in future?

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

Summary

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Delaware Ivy Mid Cap Income Opps I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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