Morningstar

Delaware Ivy Systematic Em Mkts Eq A IPOAX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 20.37  /  +0.50 %
  • Total Assets 725.7 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.93%
  • Turnover 30%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 11:01 PM GMT+0

Morningstar’s Analysis IPOAX

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

  • People Pillar

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

As new managers continue to settle in, a change at the top.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Delaware Ivy Systematic Emerging Markets Equity’s quantitative approach has some appealing aspects, but the team’s active track record is short and a recent comanager change leaves this strategy in less experienced hands. For now, investors would benefit from a wait-and-see approach.

by Jack Shannon
Rated on Published on

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Portfolio Holdings IPOAX

More IPOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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