Delaware Climate Solutions’ revamped approach is reasonable, but the jury is still out on whether its new set of managers can effectively execute it.
Delaware Climate Solutions I IVEIX
- NAV / 1-Day Return 10.07 / +1.51 %
- Total Assets 133.3 Mil
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.990%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Equity Energy
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 2.72%
- Turnover 13%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:24 PM GMT+0
Morningstar’s Analysis IVEIX
Will IVEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.4
|
Top 10 Holdings
|
% Portfolio Weight
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