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Delaware Ivy Core Equity Fund Class I ICIEX

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%

Morningstar’s Analysis ICIEX

Will ICIEX outperform in future?

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

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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