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Delaware Ivy Limited-Term Bond B WLTBX

Analyst rating as of
NAV / 1-Day Return
10.99  /  0.00
Total Assets
1.2 Bil
Adj. Expense Ratio
1.900%
Expense Ratio
1.900%
Fee Level
High
Longest Manager Tenure
7.21 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
750
Status
Closed
TTM Yield
0.12%
Effective Duration
2.00 years
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Morningstar’s Analysis

Will WLTBX outperform in future?

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

Ivy/Waddell Limited Maturity

Associate Director

Summary

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An upcoming reshuffling of the entire management team of Delaware Ivy Limited-Term Bond Fund coupled with a process overhaul leads to a more cautious assessment. It earns a Morningstar Analyst Rating of Neutral for most of its share classes and Negative for the most expensive ones.

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