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Morningstar

Delaware Ivy Global Growth Fund Class A IVINX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 30.16  /  0.00
  • Total Assets 575.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 45%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:40 AM GMT+00:00

Morningstar’s Analysis IVINX

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

People Pillar

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

Summary

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Delaware Ivy Global Growth Fund Class A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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