Advertisement
Skip to Content

Delaware Strategic Allocation R DFBRX

Quantitative rating as of
  • NAV / 1-Day Return 9.45  /  0.53 %
  • Total Assets 184.2 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.290%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.73%
  • Turnover 70%

Morningstar’s Analysis DFBRX

Will DFBRX outperform in future?

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

Summary

|

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Strategic Allocation R 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 second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor