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Delaware Equity Income A FIUTX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 6.94  /  0.43 %
  • Total Assets 279.7 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.15%
  • Turnover 23%

Morningstar’s Analysis FIUTX

Will FIUTX 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 Equity Income A 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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