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Delaware Sustainable Equity Income I IDAIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis IDAIX

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

  • People Pillar

    The People Pillar is our evaluation of the IDAIX 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 IDAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Delaware Sustainable Equity Income I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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