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Morningstar

Delaware Strategic Allocation C DFBCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.49  /  0.84 %
  • Total Assets 183.4 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.790%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.15%
  • Turnover 70%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFBCX

Will DFBCX 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 DFBCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFBCX 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 DFBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Strategic Allocation C 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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