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Morningstar

Delaware Ivy Smid Cap Core Fund Class A IYSAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.18  /  1.43 %
  • Total Assets 404.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.140%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.14%
  • Turnover 122%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:42 AM GMT+00:00

Morningstar’s Analysis IYSAX

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

People Pillar

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

Undistinguished.

Analyst

Summary

| by Andrew Redden

Delaware Ivy Smid Cap Core’s sector-neutral approach is acceptable but lacks distinct advantages; all share classes warrant a Morningstar Analyst Rating of Neutral.

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