Delaware Limited-Term Diversified Income Fund continues to regain its footing after some missteps and process tweaks. Given this and in view of the recent management reshuffle, most of its share classes earn a Morningstar Analyst Rating of Neutral, while the most expensive one is Negative.
Delaware Limited-Term Diversified Inc A DTRIX
NAV / 1-Day Return
8.20
/
0.14
%
Total Assets
484.4 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.540%
Expense Ratio
0.540%
Fee Level
Low
Longest Manager Tenure
1.31
years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / LimitedMin. Initial Investment
1,000
Status
Open
TTM Yield
1.85%
Effective Duration
1.96
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Still work in progress.
