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Morningstar

Delaware Ivy Core Equity Fund Class C WTRCX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Macquarie Investment Hub

Morningstar’s Analysis WTRCX

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

People Pillar

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

Summary

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Weakness in Delaware Ivy Core Equity Fund Class 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 highest quintile among peers.

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