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Morningstar

Delaware Ivy High Income Fund Class I IVHIX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 6.09  /  0.58 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 7.46%
  • Effective Duration 3.71 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:51 PM GMT+00:00

Morningstar’s Analysis IVHIX

Will IVHIX outperform in future?

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

Process Pillar

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

People Pillar

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Delaware Ivy High Income Fund Class I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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