Advertisement
Skip to Content
Morningstar

Delaware Climate Solutions C IEYCX

Morningstar Analyst Rating
Analyst rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 9.32  /  1.38 %
  • Total Assets 267.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.990%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Equity Energy
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 113%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis IEYCX

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

People Pillar

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

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

This former energy-focused offering has reinvented itself.

Analyst

Summary

| by Paul Ruppe

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.

Unlock our full analysis with Morningstar Investor