Delaware Ivy Small Cap Growth lacks a competitive edge and retains its Morningstar Medalist Rating of Neutral for all share classes.
- NAV / 1-Day Return 18.89 / 0.21 %
- Total Assets 1.4 Bil
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Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 51%
Morningstar’s Analysis IYSIX
Will IYSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 70
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 24.7