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.
Will DTRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DTRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.