Delaware Wealth Builder follows a repeatable process that aims to shift the portfolio toward favorable areas of the market. Its new team has made positive changes but hasn’t settled and its record remains short, keeping its Morningstar Analyst Rating at Neutral across all share classes.
Delaware Wealth Builder Institutional DDIIX
NAV / 1-Day Return
14.44
/
1.33
%
Total Assets
367.2 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Above Average
Longest Manager Tenure
2.17
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.81%
Turnover
89%
Morningstar’s Fund Analysis DDIIX
Will DDIIX 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 DDIIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DDIIX 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 DDIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
On the right track.
