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Delaware Strategic Income R DUGRX

Quantitative rating as of
  • NAV / 1-Day Return 7.42  /  0.10 %
  • Total Assets 105.7 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.33%
  • Effective Duration 4.51 years

Morningstar’s Analysis DUGRX

Will DUGRX 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 R 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 second-highest quintile among peers.

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