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.
- NAV / 1-Day Return 18.68 / 1.08 %
- Total Assets 1.7 Bil
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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.