DDFAX – Fund Analysis – Delaware Floating Rate A | Morningstar

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Will DDFAX outperform in future?

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Process Pillar

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

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

Placing Fund Under Review

null Maciej Kowara

Maciej Kowara

Analyst Note

Longtime lead manager Adam Brown has decided to leave the firm. As of Sept. 18, 2024, Vivek Bommi and John McCarthy assumed responsibility for managing this fund. In view of this change, the fund is placed under review.

by Maciej Kowara

Published on Sep 23, 2024

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