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Delaware Ivy Core Equity Fund Class C WTRCX

Quantitative rating as of
NAV / 1-Day Return
12.75  /  0.93 %
Total Assets
3.6 Bil
Adj. Expense Ratio
Expense Ratio
1.750%
Distribution Fee Level
Average
Share Class Type
Level Load
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.03%
Turnover
36%

Morningstar’s Analysis WTRCX

Will WTRCX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Delaware Ivy Core Equity Fund Class C 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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