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Delaware Ivy Asset Strategy Fund Cl C WASCX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 17.43  /  0.87 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.920%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.41%
  • Turnover 33%

Morningstar’s Analysis WASCX

Will WASCX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Delaware Ivy Asset Strategy Fund Cl C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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