Skip to Content

Delaware Ivy Core Equity Fund Class A WCEAX

Quantitative rating as of
NAV / 1-Day Return
16.33  /  1.27 %
Total Assets
3.6 Bil
Adj. Expense Ratio
Expense Ratio
0.970%
Distribution Fee Level
Below Average
Share Class Type
Front Load
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.52%
Turnover
36%

Morningstar’s Analysis WCEAX

Will WCEAX outperform in future?

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

Summary

|

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Ivy Core Equity Fund Class A 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 second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor