The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Ivy Natural Resources C to a Morningstar Medalist Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 12.20 / 2.61 %
- Total Assets 239.8 Mil
-
Adj. Expense Ratio
2.520%
- Expense Ratio 2.080%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Natural Resources
- Investment Style Mid Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.63%
- Turnover 116%
Morningstar’s Analysis IGNCX
Will IGNCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 41
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Weyerhaeuser Co
3.43
8,774,727
Real Estate