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Delaware Strategic Allocation C DFBCX

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%

Morningstar’s Analysis DFBCX

Will DFBCX outperform in future?

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

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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