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Delaware Climate Solutions I IVEIX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 9.43  /  +0.43 %
  • Total Assets 139.9 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 2.74%
  • Turnover 108%

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

Morningstar’s Analysis IVEIX

Will IVEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Settling in.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Delaware Climate Solutions’ revamped approach is reasonable, but the jury is still out on whether its new set of managers can effectively execute it.

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Portfolio Holdings IVEIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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CMS Energy Corp

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Utilities