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Delaware Ivy Wilshire Glbl Allocation I IWGIX

Quantitative rating as of
NAV / 1-Day Return
8.11  /  0.12 %
Total Assets
667.6 Mil
Adj. Expense Ratio
0.080%
Expense Ratio
0.800%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Global Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
3.87%
Turnover
28%

Morningstar’s Analysis IWGIX

Will IWGIX 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 I's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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