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Delaware Ivy Global Growth Fund Class A IVINX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 32.91  /  −1.17 %
  • Total Assets 511.9 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 39%

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

Morningstar’s Analysis IVINX

Will IVINX outperform in future?

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

Delaware Ivy Global Growth Fund Class A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings IVINX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.30 27.8 Mil
Technology

Amazon.com Inc

3.61 18.9 Mil
Consumer Cyclical

NVIDIA Corp

3.02 15.9 Mil
Technology

Alphabet Inc Class A

2.96 15.5 Mil
Communication Services

Mastercard Inc Class A

2.72 14.3 Mil
Financial Services

Apple Inc

2.65 13.9 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.60 13.6 Mil
Technology

Salesforce Inc

2.59 13.6 Mil
Technology

Intuit Inc

2.34 12.3 Mil
Technology

Eli Lilly and Co

2.24 11.8 Mil
Healthcare