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Delaware Ivy Municipal Bond C WMBCX

Quantitative rating as of | See Macquarie Investment Hub
  • 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.

Summary

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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.

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