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Morningstar

Delaware Limited-Term Diversified Inc A DTRIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis DTRIX

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

  • People Pillar

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

Trying to build a convincing record under new management.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

Although the process underpinning Delaware Limited-Term Diversified Income makes sense on the surface, it is not yet clear that it will translate into a differentiated performance record. Most of its share classes thus earn a Morningstar Medalist Rating of Neutral, while the most expensive one is rated Negative.

by Maciej Kowara
Rated on Published on

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