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Delaware Extended Duration Bond R DEERX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 15.02  /  0.78 %
  • Total Assets 422.3 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Long-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.58%
  • Effective Duration 12.09 years

Morningstar’s Analysis DEERX

Will DEERX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Delaware Extended Duration Bond R's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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