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Delaware Ivy Natural Resources R IGNRX

Quantitative rating as of
  • NAV / 1-Day Return 16.83  /  0.71 %
  • Total Assets 288.3 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.580%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Natural Resources
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.94%
  • Turnover 116%

Morningstar’s Analysis IGNRX

Will IGNRX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Ivy Natural Resources R to a Morningstar Quantitative 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.

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