Weakness in Delaware Ivy Corporate Bond Fund Class A's Process and People 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 most expensive quintile among peers.
- NAV / 1-Day Return 15.87 / 0.25 %
- Total Assets 381.3 Mil
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Adj. Expense Ratio
- Expense Ratio 0.960%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Corporate Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 750
- Status Open
- TTM Yield 2.47%
- Effective Duration —
Morningstar’s Analysis IBJAX
Will IBJAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.