Skip to Content
Morningstar

Delaware Ivy International Core Eq C IVIFX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 17.04  /  0.35 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.15%
  • Turnover 43%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 1:29 AM GMT+0

Morningstar’s Analysis IVIFX

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

People Pillar

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

Delaware Ivy International Core Comanager Taking Indefinite Medical Leave; Ratings Unchanged

null Andrew Redden

Andrew Redden

Analyst Note

Chace Brundige, comanager of Delaware Ivy International Core, is taking an indefinite medical leave, effective immediately. Lead manager Aditya Kapoor and comanager Charles John will continue in their roles, while longtime analyst Trey Schorgl has been promoted to the management team. These developments do not affect the strategy’s Average People rating or its Morningstar Medalist Rating of Neutral.

by Andrew Redden
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IVIFX

More IVIFX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MercadoLibre Inc

2.98
38,130,223
Consumer Cyclical

Dollarama Inc

2.93
37,441,163
Consumer Defensive

Mitsubishi UFJ Financial Group Inc

2.65
33,916,926
Financial Services

Banco do Brasil SA BB Brasil

2.45
31,383,464
Financial Services

Airbus SE

2.38
30,382,162
Industrials

Deutsche Telekom AG

2.37
30,367,863
Communication Services

Thales

2.37
30,318,259
Industrials

Axis Bank Ltd

2.36
30,138,740
Financial Services

H World Group Ltd ADR

2.31
29,575,970
Consumer Cyclical

NTPC Ltd

2.16
27,625,417
Utilities