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Delaware Ivy Wilshire Glbl Allocation C IWGCX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 7.15  /  0.28 %
  • Total Assets 536.4 Mil
  • Adj. Expense Ratio
    2.040%
  • Expense Ratio 2.040%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.38%
  • Turnover 48%

Morningstar’s Analysis IWGCX

Will IWGCX outperform in future?

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

Weakness in Delaware Ivy Wilshire Glbl Allocation C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings IWGCX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 21
  • % Assets in Top 10 Holdings 91.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Delaware Ivy International Core Eq R6

17.04
92,975,742

Delaware Ivy Global Bond Fund Class R6

15.79
86,165,099

Delaware Ivy Large Cap Growth Fund R6

12.02
65,586,692

Delaware Value® R6

11.35
61,964,986

Delaware Ivy Core Bond R6

9.28
50,663,222

Delaware Ivy Core Equity Fund Class R6

8.83
48,209,941

Delaware Ivy Government Securities R6

6.26
34,189,137

Delaware International Equity II R6

4.46
24,317,190

Delaware Small Cap Core R6

3.26
17,810,265

Delaware Ivy Systematic Em Mkts Eq R6

2.98
16,280,445