Morningstar

Delaware Ivy Systematic Em Mkts Eq I IPOIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis IPOIX

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

  • People Pillar

    The People Pillar is our evaluation of the IPOIX 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 IPOIX’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
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