Delaware Wealth Builder’s new managers have a solid record elsewhere implementing a top-down approach, but they don’t have experience managing an income-oriented fund, resulting in a Morningstar Analyst of Neutral across all share classes.
Will DDDRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DDDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.