Weakness in Delaware Real Estate Securities R's Process and People Pillar ratings limits this strategy 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 highest quintile among peers.
- NAV / 1-Day Return 17.36 / 1.31 %
- Total Assets 174.4 Mil
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Adj. Expense Ratio
- Expense Ratio 1.450%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Real Estate
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.21%
- Turnover 43%
Morningstar’s Analysis IRSRX
Will IRSRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.