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Delaware Ivy Small Cap Core A IYSAX

Analyst rating as of
NAV / 1-Day Return
22.15  /  0.09 %
Total Assets
751.1 Mil
Adj. Expense Ratio
Expense Ratio
Fee Level
Above Average
Longest Manager Tenure
7.13 years
Small Blend
Investment Style
Small Growth
Min. Initial Investment
TTM Yield

Morningstar’s Analysis

Will IYSAX outperform in future?

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

Delaware Ivy Small Cap Core's Rating Is Under Review Pending Mandate and Team Changes

Analyst Note

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Effective on or around Nov. 15, 2021, Delaware Ivy Small Cap Core will be renamed Delaware Ivy Smid Cap Core, changing its focus from small-cap core to smid-cap core equities. Current manager Kenneth Gau will depart at the same time, replaced by the Macquarie core equity team of Frank Morris, Mike Morris, Chris Adams, Don Padilla, and David Reidinger. The moves result from Macquarie Asset Management's acquisition of Waddell & Reed, parent company of Ivy Investments.

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