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Morningstar

Delaware Ivy Small Cap Growth C WRGCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis WRGCX

Will WRGCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WRGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WRGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WRGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Reasonable but not compelling.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Delaware Ivy Small Cap Growth, which at the end of 2024 will be renamed to Macquarie Small Cap Growth, has in place a reasonable investment process run by veteran portfolio managers, but their advantages remain elusive. The following text is from June 30, 2023.

by Robby Greengold
Rated on Published on

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