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Delaware Climate Solutions C IEYCX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 7.99  /  0.63 %
  • Total Assets 143.7 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Equity Energy
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.71%
  • Turnover 108%

Morningstar’s Analysis IEYCX

Will IEYCX outperform in future?

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

Settling in.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Delaware Climate Solutions’ revamped approach is reasonable, but the jury is still out on whether its new set of managers can effectively execute it.

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Portfolio Holdings IEYCX

  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.21
7,362,202
Industrials
4.09
7,142,687
Industrials
4.08
7,121,567
Industrials

Weyerhaeuser Co

3.96
6,922,811
Real Estate
3.79
6,619,600
Energy
3.70
6,469,716
Utilities
3.70
6,456,937
Utilities
3.67
6,405,271
Utilities
3.51
6,126,521
Utilities
3.47
6,056,569
Industrials