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Delaware Ivy Systematic Em Mkts Eq A IPOAX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 17.62  /  0.28 %
  • Total Assets 778.6 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.06%
  • Turnover 65%

Morningstar’s Analysis IPOAX

Will IPOAX outperform in future?

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

Still proving itself.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

There are reasons for optimism at Delaware Ivy Systematic Emerging Markets Equity, but the strategy still has more to prove.

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Portfolio Holdings IPOAX

  • Current Portfolio Date
  • Equity Holdings 142
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.49
43,610,877
Technology
4.87
38,628,915
Communication Services
3.38
26,806,222
Industrials
3.24
25,680,945
Financial Services
2.22
17,652,858
Communication Services
2.19
17,390,101
Technology
2.11
16,747,595
Technology
2.10
16,633,282
Consumer Cyclical