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Morningstar

Delaware Ivy Science and Technology C WSTCX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 24.74  /  1.64 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.920%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 53%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis WSTCX

Will WSTCX 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 WSTCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WSTCX 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 WSTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Delaware Ivy Science and Technology C's People and Process 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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