Weakness in Delaware Ivy Municipal Bond C's Process and People Pillar ratings limits this strategy 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 most expensive quintile among peers.
- NAV / 1-Day Return 10.41 / 0.17 %
- Total Assets 376.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.550%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Muni National Interm
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.63%
- Effective Duration 9.41 years
Morningstar’s Analysis WMBCX
Will WMBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.