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Morningstar

Delaware Ivy Systematic Em Mkts Eq A IPOAX

Morningstar Analyst Rating
Analyst rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 17.91  /  1.05 %
  • Total Assets 986.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.150%
  • 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 38%

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

Morningstar’s Analysis IPOAX

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

People Pillar

The People Pillar is our evaluation of the IPOAX 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 IPOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Some reasons for optimism, but uncertainties remain.

Associate Director

Summary

| by Andrew Daniels

Delaware Ivy Systematic Emerging Markets Equity has a new investment team, a new approach, and a new name. There are reasons for optimism, but the team has more to prove, keeping the Morningstar Analyst Rating at Neutral across share classes.

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