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Morningstar

Delaware Ivy Global Bond Fund Class I IVSIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.10  /  0.22 %
  • Total Assets 411.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.710%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.52%
  • Effective Duration —

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis IVSIX

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

People Pillar

The People Pillar is our evaluation of the IVSIX 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 IVSIX’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 I earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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