Ivy Limited-Term Bond’s slim team plies a straightforward approach. The strategy’s five cheaper share classes earn a Morningstar Analyst Rating of Neutral, while the three remaining share class’ higher price tag justify a Negative rating.
Will WLTBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WLTBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WLTBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WLTBX’s parent organization’s priorities and whether they’re in line with investors’ interests.