Advertisement
Skip to Content

Delaware Ivy Balanced Fund Class C IBNCX

Quantitative rating as of
  • NAV / 1-Day Return 18.68  /  1.08 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.820%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.00
  • Turnover 94%

Morningstar’s Analysis IBNCX

Will IBNCX 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 Below Average Process Pillar rating limit Delaware Ivy Balanced Fund Class C 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 highest quintile among peers.

Unlock our full analysis with Morningstar Investor