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Delaware Ivy Wilshire Glbl Allocation C IWGCX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 7.09  /  1.12 %
  • Total Assets 676.0 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.930%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.63%
  • Turnover 28%

Morningstar’s Analysis IWGCX

Will IWGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Delaware Ivy Wilshire Glbl Allocation C'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 most expensive quintile among peers.

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