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Nomura International Core Equity Fund Class Y IVVYX

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Morningstar’s Analysis IVVYX

Will IVVYX outperform in the 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 IVVYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A new parent and a new name, but no substantive changes thus far.

Gregg Wolper

Gregg Wolper

Summary

Thus far, this strategy’s late-2025 transfer to a different parent firm has not had an impact besides another name change, this time to Nomura International Core Equity. (Just one year earlier, the strategy had changed its name to Macquarie International Core Equity from Delaware International Core Equity.) It remains a reasonable but not exceptional option.

by Gregg Wolper
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