Skip to Content
Morningstar

Delaware Opportunity R6 FIVVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis FIVVX

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

  • People Pillar

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

Delaware Opportunity R6 earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor