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Morningstar

Delaware Climate Solutions A IEYAX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 9.28  /  0.22 %
  • Total Assets 191.2 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Equity Energy
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.78%
  • Turnover 108%

USD | NAV as of Sep 23, 2023 | 1-Day Return as of Sep 23, 2023, 12:14 AM GMT+0

Morningstar’s Analysis IEYAX

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

People Pillar

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.

Parent Pillar

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

This former energy-focused offering has reinvented itself.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

Delaware Climate Solutions (formerly Delaware Ivy Energy) recently overhauled its approach and added some new faces to its management team. It warrants a Morningstar Analyst Rating of Neutral across all share classes.

by Paul Ruppe
Rated on Published on

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Portfolio Holdings IEYAX

More IEYAX Holdings
  • Current Portfolio Date
  • Equity Holdings 34
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 35.5
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