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.
- NAV / 1-Day Return 4.37 / 0.00
- Total Assets 616.0 Mil
-
Adj. Expense Ratio
- 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.