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Delaware Ivy Smid Cap Core Fund Class A IYSAX

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%

Morningstar’s Analysis IYSAX

Will IYSAX outperform in future?

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

Undistinguished.

Summary

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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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