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Delaware Tax-Free USA Intermediate Instl DUSIX

Quantitative rating as of
  • NAV / 1-Day Return 11.12  /  0.03 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.51%
  • Effective Duration 7.13 years

Morningstar’s Analysis DUSIX

Will DUSIX outperform in future?

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

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 cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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