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Delaware Tax-Free CA A DVTAX

Quantitative rating as of
NAV / 1-Day Return
10.94  /  0.47 %
Total Assets
157.1 Mil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Muni California Long
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000
Status
Open
TTM Yield
3.37%
Effective Duration
10.14 years

Morningstar’s Analysis DVTAX

Will DVTAX 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 CA A's People and Process Pillar ratings limits this strategy 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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