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Delaware Ivy Smid Cap Core Fund Class B IYSBX

Analyst rating as of
NAV / 1-Day Return
17.49  / 
Total Assets
609.1 Mil
Adj. Expense Ratio
2.390%
Expense Ratio
2.390%
Fee Level
High
Longest Manager Tenure
0.20 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
750
Status
Closed
TTM Yield
0.00%
Turnover
127%
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Morningstar’s Analysis

Will IYSBX outperform in future?

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

A new regime and mandate.

Summary

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Delaware Ivy Small Cap Core’s mandate and management are being replaced, as the small-core strategy will transition to small-mid core in November 2021 and be renamed Delaware Ivy Smid Cap Core. The new team doesn’t have an extensive small-mid-cap track record and has an overabundance of responsibilities across multiple strategies. Each share class receives a Morningstar Analyst Rating of Neutral.

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