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Delaware Ivy Limited-Term Bond E IVLEX

Analyst rating as of
NAV / 1-Day Return
10.86  /  0.10 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.860%
Expense Ratio
0.860%
Fee Level
High
Longest Manager Tenure
0.19 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
1.13%
Effective Duration
2.10 years
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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.

Ivy/Waddell Limited Maturity

Associate Director

Summary

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An upcoming reshuffling of the entire management team of Delaware Ivy Limited-Term Bond Fund coupled with a process overhaul leads to a more cautious assessment. It earns a Morningstar Analyst Rating of Neutral for most of its share classes and Negative for the most expensive ones.

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