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Delaware Wealth Builder Institutional DDIIX

Analyst rating as of
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 Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
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.

On the right track.

Associate Analyst

Summary

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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.

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