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Delaware Floating Rate R DDFFX

Analyst rating as of
NAV / 1-Day Return
7.72  /  0.08 %
Total Assets
732.1 Mil
Adj. Expense Ratio
1.190%
Expense Ratio
1.190%
Fee Level
Below Average
Longest Manager Tenure
10.60 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
0
Status
Open
TTM Yield
3.44%
Effective Duration
0.37 years

Morningstar’s Analysis

Will DDFFX outperform in future?

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

Watching it grow to see what the larger size brings.

Associate Director

Summary

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Delaware Floating Rate’s performance continues to impress, but the bulk of it was realized when the fund was much smaller. Until we can be sure that its asset growth won’t unduly affect its nimbleness, the strategy retains a Morningstar Analyst Rating of Neutral on all but its most expensive share class, which is rated Negative.

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