Advertisement
Skip to Content

Delaware Ivy Accumulative Fund Class I IATIX

Quantitative rating as of
  • NAV / 1-Day Return 4.37  /  0.00
  • Total Assets 616.0 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 116%

Morningstar’s Analysis IATIX

Will IATIX outperform in future?

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

Summary

|

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Ivy Accumulative Fund Class I to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor