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Delaware Ivy Limited-Term Bond A WLTAX

Analyst rating as of
  • NAV / 1-Day Return 10.39  /  0.02 %
  • Total Assets 622.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.780%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.59%
  • Effective Duration

Morningstar’s Analysis WLTAX

Will WLTAX outperform in future?

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

Too many changes, too little time.



A recent management overhaul and an undifferentiated approach earn Delaware Ivy Limited-Term Bond a Morningstar Analyst Rating of Neutral for most of its share classes and Negative for the most expensive ones.

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