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Delaware Ivy Core Equity Fund Class Y WCEYX

Quantitative rating as of
  • NAV / 1-Day Return 16.85  /  0.12 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.44%
  • Turnover 36%

Morningstar’s Analysis WCEYX

Will WCEYX 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 Low Process Pillar rating limit Delaware Ivy Core Equity Fund Class Y 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-highest quintile among peers.

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