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Morningstar

Delaware Diversified Income C DPCFX

Morningstar Analyst Rating
Analyst rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 7.76  /  0.76 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.71%
  • Effective Duration 6.44 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 12:03 AM GMT+00:00

Morningstar’s Analysis DPCFX

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

People Pillar

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

Definite bias towards higher credit risk than most peers.

Associate Director

Summary

| by Maciej Kowara

It hasn’t been an easy time for Delaware Diversified Income’s reconstituted--though experienced--management team. But the strategy has performed about as well as might be expected. All but its most expensive share classes receive Morningstar Analyst Ratings of Neutral.

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