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Delaware Ivy Smid Cap Core Fund Class Y IYSYX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 14.71  /  2.37 %
  • Total Assets 329.2 Mil
  • 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.

Undistinguished.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings IYSYX

  • 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
1.83
6,142,374
Financial Services
1.78
5,984,051
Industrials
1.74
5,866,340
Energy
1.57
5,272,913
Technology
1.54
5,184,224
Basic Materials
1.49
5,002,005
Consumer Cyclical
1.45
4,876,831
Consumer Cyclical
1.43
4,796,187
Basic Materials
1.31
4,401,644
Technology