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Morningstar

Delaware Tax-Free USA Intermediate Instl DUSIX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Macquarie Investment Hub

Morningstar’s Analysis DUSIX

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

People Pillar

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

Summary

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Weakness in Delaware Tax-Free USA Intermediate Instl's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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