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Delaware Wealth Builder A DDIAX

Analyst rating as of
NAV / 1-Day Return
15.26  /  0.59 %
Total Assets
410.3 Mil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Fee Level
Average
Longest Manager Tenure
1.61 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
1.50%
Turnover
68%
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Morningstar’s Analysis

Will DDIAX outperform in future?

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

A relatively new team and process set this portfolio on the right path.

Summary

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Delaware Wealth Builder’s capable team follows a relative valuation approach. The team and process offer potential, but both are still new to this fund. It maintains its Morningstar Analyst Rating of Neutral across all share classes.

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