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Morningstar

Delaware Ivy Mid Cap Income Opps C IVOCX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 18.82  /  +0.91 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.99%
  • Turnover 29%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IVOCX

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

  • People Pillar

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

Delaware Ivy Mid Cap Income Opps C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings IVOCX

More IVOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

McCormick & Co Inc Registered Shs Non Vtg

3.18 37.3 Mil
Consumer Defensive

Polaris Inc

3.07 36.1 Mil
Consumer Cyclical

First American Financial Corp

3.04 35.7 Mil
Financial Services

Seagate Technology Holdings PLC

3.03 35.6 Mil
Technology

Stanley Black & Decker Inc

2.98 35.0 Mil
Industrials

Discover Financial Services

2.96 34.8 Mil
Financial Services

Travel+Leisure Co

2.96 34.8 Mil
Consumer Cyclical

nVent Electric PLC

2.95 34.6 Mil
Industrials

Quest Diagnostics Inc

2.93 34.5 Mil
Healthcare

Avery Dennison Corp

2.93 34.5 Mil
Consumer Cyclical