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Morningstar

Delaware Ivy Wilshire Glbl Allocation A IWGAX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 7.60  /  1.04 %
  • Total Assets 667.8 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.44%
  • Turnover 28%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:51 PM GMT+00:00

Morningstar’s Analysis IWGAX

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

People Pillar

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

Summary

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Weakness in Delaware Ivy Wilshire Glbl Allocation A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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