With a small team and a process that doesn’t stand out, Delaware Ivy Small Cap Core receives a Morningstar Analyst Rating of Neutral across all share classes.
Will IYSYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IYSYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IYSYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IYSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.