IRBRX – Delaware Ivy Total Return Bd R6 Fund Stock Price | Morningstar

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NAV / 1-Day Return 8.48 / +0.12 %
Total Assets 23.4 Mil
Adj. Expense Ratio

0.720%
Expense Ratio 0.720%
Distribution Fee Level Above Average
Share Class Type Retirement, Large
Category Nontraditional Bond
Credit Quality / Interest Rate Sensitivity —
Min. Initial Investment —
Status Open
TTM Yield 0.89%
Effective Duration —

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:21 AM GMT+0

Will IRBRX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IRBRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Delaware Ivy Total Return Bd R6's recent fee cut underpins an upgrade to this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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