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Morningstar

Delaware Tax-Free USA Intermediate A DMUSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.01  /  0.01 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.25%
  • Effective Duration 7.13 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DMUSX

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

People Pillar

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

Summary

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Weakness in Delaware Tax-Free USA Intermediate A'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 second-costliest quintile among peers.

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