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Morningstar

Delaware Ivy Core Bond Y IBOYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.46  /  0.09 %
  • Total Assets 486.0 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.700%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.83%
  • Effective Duration —

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:34 PM GMT+00:00

Morningstar’s Analysis IBOYX

Will IBOYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IBOYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IBOYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of IBOYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Delaware Ivy Core Bond Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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