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Delaware Ivy Value A IYVAX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 22.37  /  1.15 %
  • Total Assets 826.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.080%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.64%
  • Turnover 64%

Morningstar’s Analysis IYVAX

Will IYVAX outperform in future?

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

Summary

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Delaware Ivy Value A's recent fee cut isn't enough to counter the impact of its decreased People Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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