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Delaware Ivy Global Growth Fund Class Y IVIYX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 34.03  /  −0.12 %
  • Total Assets 523.5 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.67%
  • Turnover 39%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 1:33 AM GMT+0

Morningstar’s Analysis IVIYX

Will IVIYX outperform in future?

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

Delaware Ivy Global Growth Fund Class Y'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.

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Portfolio Holdings IVIYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.02 24.5 Mil
Technology

Amazon.com Inc

3.86 18.9 Mil
Consumer Cyclical

Apple Inc

3.06 14.9 Mil
Technology

Alphabet Inc Class A

3.04 14.8 Mil
Communication Services

Mastercard Inc Class A

2.72 13.3 Mil
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd

2.48 12.1 Mil
Technology

Intuit Inc

2.39 11.7 Mil
Technology

Salesforce Inc

2.39 11.7 Mil
Technology

Airbus SE

2.39 11.7 Mil
Industrials

Netflix Inc

2.11 10.3 Mil
Communication Services