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Delaware Strategic Income C DUGCX

Quantitative rating as of
  • NAV / 1-Day Return 7.41  /  0.01 %
  • Total Assets 105.9 Mil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.590%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.80%
  • Effective Duration 4.51 years

Morningstar’s Analysis DUGCX

Will DUGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Strategic Income C 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 most expensive quintile among peers.

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