IYGIX – Fund Analysis – Delaware Ivy Large Cap Growth Fund I | Morningstar

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Will IYGIX outperform in future?

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Process Pillar

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

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

Risk-conscious.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Ivy Large Cap Growth’s disciplined investment approach provides a relatively comfortable ride without sacrificing substantial upside potential.

by Robby Greengold

Rated on Jul 9, 2024 Published on Jul 9, 2024

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