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Morningstar

Delaware Ivy Global Bond Fund Class C IVSCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.10  /  0.22 %
  • Total Assets 410.9 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.710%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.47%
  • Effective Duration —

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:36 PM GMT+00:00

Morningstar’s Analysis IVSCX

Will IVSCX 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 IVSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IVSCX 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 IVSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Delaware Ivy Global Bond Fund Class C earns a Morningstar Quantitative Rating of Negative with strength in areas such as People offset by weaker spots such as Process. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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