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Morningstar

Delaware Ivy Large Cap Growth Fund A WLGAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 24.19  /  0.75 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 12%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis WLGAX

Will WLGAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WLGAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WLGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WLGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An unpretentious approach to growth investing.

Strategist

Summary

| by Robby Greengold

Delaware Ivy Large Cap Growth's disciplined investment approach won’t likely lead to thrilling relative results, but it has a good chance of adding value over time by losing a bit less than its rivals during market pullbacks. The fund earns a Morningstar Analyst Rating of Bronze for its two cheapest share classes, I and R6. Its pricier share classes are rated Neutral.

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