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Delaware Ivy Limited-Term Bond E IVLEX

Analyst rating as of
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Morningstar’s Analysis

Will IVLEX outperform in future?

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

Conservative offering with no competitive edges.

Summary

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Delaware Ivy Limited-Term Bond is a straightforward offering within the short-term bond Morningstar Category. While the strategy is managed by an experienced portfolio manager, the supporting team is lean, and the process lacks a definite structure. The strategy’s two cheaper asset classes earn a Morningstar Analyst rating of Neutral, and the remaining five more expensive share classes are rated Negative.

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