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Morningstar

Delaware Ivy Mid Cap Growth I IYMIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 29.36  /  1.35 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis IYMIX

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

People Pillar

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

The advantages of this strategy’s valuation-sensitivity have been hard to see lately.

Analyst

Summary

| by Jader Dutra

Delaware Ivy Mid Cap Growth’s disciplined investment process earns it a Morningstar Analyst Rating of Bronze for all but its two priciest share classes.

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