Delaware Ivy Energy will soon undergo a drastic overhaul to its mandate and management team. It warrants a Morningstar Analyst Rating of Neutral across all share classes.
Morningstar’s Fund Analysis IEYAX
Will IEYAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IEYAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IEYAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IEYAX’s parent organization’s priorities and whether they’re in line with investors’ interests.