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Morningstar

Delaware Wealth Builder R DDDRX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 15.16  /  +0.86 %
  • Total Assets 891.4 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.99%
  • Turnover 51%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:24 PM GMT+0

Morningstar’s Analysis DDDRX

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

  • People Pillar

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

Great top-down, not so great bottom-up.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The team behind Delaware Wealth Builder has shown promising tactical allocation prowess over its short tenure, but security selection has weighed on its otherwise sound process.

by Hyunmin Kim
Rated on Published on

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