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Morningstar

Delaware Ivy Core Equity Fund Class I ICIEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.98  /  1.18 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.41%
  • Turnover 36%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:42 AM GMT+00:00

Morningstar’s Analysis ICIEX

Will ICIEX 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 ICIEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ICIEX 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 ICIEX’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 Low Process Pillar rating limit Delaware Ivy Core Equity 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.

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