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Morningstar

Delaware Ivy International Core Eq A IVIAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.94  /  1.10 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.82%
  • Turnover 71%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis IVIAX

Will IVIAX 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 IVIAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

In transition.

Senior Analyst

Summary

| by Gregg Wolper

Much remains uncertain with Delaware Ivy International Core Equity, as its new managers gradually install a new approach. The strategy receives a Morningstar Analyst Rating of Neutral for all share classes.

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