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Delaware Ivy Large Cap Growth Fund R WLGRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis WLGRX

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

  • People Pillar

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

This fund’s no-frills approach has paid off.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

A disciplined investment approach gives Delaware Ivy Large Cap Growth an edge for its cheapest share classes.

by Robby Greengold
Rated on Published on

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