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Delaware Wealth Builder Institutional DDIIX

Analyst rating as of
NAV / 1-Day Return
14.36  /  0.35 %
Total Assets
402.0 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Above Average
Longest Manager Tenure
0.73 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
2.10%
Turnover
68%
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Morningstar’s Analysis

Will DDIIX outperform in future?

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Summary

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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.

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