Delaware Ivy Energy will soon have a new management team and a different process, warranting a Morningstar Analyst Rating of Neutral across all share classes.
Will IVEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVEIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IVEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IVEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.