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Morningstar

Delaware Ivy Global Growth Fund Class A IVINX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 35.85  /  +1.24 %
  • Total Assets 714.7 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 0.53%
  • Turnover 47%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:24 PM GMT+0

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.

Delaware Ivy Global Growth Fund Class A's Average People Pillar and Process 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IVINX

More IVINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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