Morningstar

Delaware Diversified Income R6 DPZRX Fund Analysis

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

Morningstar’s Analysis DPZRX

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

  • People Pillar

    The People Pillar is our evaluation of the DPZRX 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 DPZRX’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

The SEC has fined Macquarie Investment Management, the parent company of Delaware Investments, $80 million according to a settlement issued on Sept. 19, 2024. Between 2017 and 2021, the SEC alleges that Macquarie improperly valued some illiquid mortgage derivative securities and improperly cross-traded them between private accounts and public mutual funds, primarily to the detriment of the funds. Macquarie noted involvement of 10 US mutual funds, including Macquarie US Core Plus Fixed Income (this fund's strategy name). The firm agreed to pay the fine without admitting or denying any wrongdoing. In view of these developments, we are placing the fund Under Review.

by Maciej Kowara
Published on

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