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.
Morningstar’s Fund Analysis DDIIX
Will DDIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DDIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.