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Morningstar

Delaware Wealth Builder C DDICX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 13.35  /  0.38 %
  • Total Assets 842.9 Mil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.28%
  • Turnover 65%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis DDICX

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

People Pillar

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

New management has turned it around for the better.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Delaware Wealth Builder follows a process that relies heavily on consistent execution of a tactical allocation strategy. Its new team has made positive changes but hasn’t settled and its record remains short. The fund’s Morningstar Analyst Rating remains at Neutral across all share classes.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings DDICX

More DDICX Holdings
  • Current Portfolio Date
  • Equity Holdings 202
  • Bond Holdings 629
  • Other Holdings 89
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 0-5 Year Invmt Grade Corp Bd ETF

3.63
32,879,079
—

Apple Inc

3.11
28,225,150
Technology

Vanguard Russell 2000 ETF

2.50
22,678,500
—

Microsoft Corp

2.47
22,410,903
Technology

NVIDIA Corp

1.44
13,078,513
Technology

Broadcom Inc

1.22
11,106,415
Technology

Sc Hixson Llc Pp

1.09
9,848,880
—

Merck & Co Inc

1.06
9,655,131
Healthcare

Lowe's Companies Inc

1.06
9,616,081
Consumer Cyclical

TJX Companies Inc

1.06
9,569,266
Consumer Cyclical