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Delaware Ivy Energy Fund Class C IEYCX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
5.73  /  1.21 %
Total Assets
229.8 Mil
Adj. Expense Ratio
2.090%
Expense Ratio
2.090%
Fee Level
Above Average
Longest Manager Tenure
15.32 years
Category
Equity Energy
Investment Style
Mid Value
Min. Initial Investment
750
Status
Open
TTM Yield
0.72%
Turnover
30%

USD | NAV as of Jul 27, 2021 | 1-Day Return as of Jul 27, 2021, 9:57 PM GMT+00:00

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Morningstar’s Analysis

Will IEYCX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IEYCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the IEYCX 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

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

Upcoming Name Change for Ivy Energy Doesn’t Affect Ratings

Analyst

Analyst Note

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On July 1, 2021, Ivy Energy will become Delaware Ivy Energy. This new name reflects the completion of the acquisition of Waddell & Reed, parent company of Ivy Investments, by Macquarie Asset Management, parent company of Delaware Management. No changes to the investment team or its approach are anticipated at this time, so the strategy retains its Morningstar Analyst Rating of Neutral.

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