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.
- NAV / 1-Day Return 14.71 / 2.37 %
- Total Assets 329.2 Mil
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Adj. Expense Ratio
- Expense Ratio 1.140%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.20%
- Turnover 122%
Morningstar’s Analysis IYSYX
Will IYSYX 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 132
- Bond Holdings 0
- Other Holdings 6
- % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector