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Delaware Ivy High Income Fund Class A WHIAX

Quantitative rating as of
NAV / 1-Day Return
5.80  /  0.32 %
Total Assets
2.6 Bil
Adj. Expense Ratio
Expense Ratio
0.950%
Distribution Fee Level
Below Average
Share Class Type
Front Load
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
8.26%
Effective Duration
3.75 years

Morningstar’s Analysis WHIAX

Will WHIAX 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 High Income 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-highest quintile among peers.

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