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Delaware Ivy Core Bond Fund Class I (IVBIX)
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26/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 120M
Ivy Bond I
9.17
+0.02
+0.22%
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IVBIX Overview
On this page you'll find an in-depth profile of Delaware Ivy Core Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of IVBIX among other information.
Investment Strategy
The investment seeks to provide current income consistent with preservation of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed-income securities. The Manager invests in a variety of fixed-income securities that have investment grade credit ratings from any nationally recognized statistical rating organization (NRSRO). The fixed-income securities the Manager selects for the portfolio are typically rated BBB- and above by S&P Global Ratings, Baa3 and above by Moody’s, or similarly rated by another NRSRO.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Janaki Rao | Senior Vice President | 2024 | 2024 |
| Biography | Janaki is Head of the US Multisector Team within Macquarie Asset Management (MAM) Credit, a role he assumed in May 2024. He has overall responsibility for MAM Credit’s US multisector capabilities, including the portfolios, the team, and client and business management. Prior to joining Macquarie, he was Director of US Multisector Fixed Income at AllianceBernstein from November 2019 to February 2023, responsible for managing multisector fixed income portfolios, including Treasury inflation-protected securities (TIPS) and agency mortgage-backed securities (MBS) portfolios. Before that, he was AllianceBernstein’s Head of Agency MBS from March 2013 to November 2019, and prior to that spent seven years at Morgan Stanley as Vice President of Agency MBS Research. Janaki received a Bachelor of Arts (Honors) in economics from the University of Delhi, a Master of Business Administration with an emphasis in marketing from Symbiosis Institute of Business Management, and a Master of Business Administration with an emphasis in finance from the Zicklin School of Business at Baruch College. | ||
| Andrew Vonthethoff | Portfolio Manager | 2024 | 2024 |
| Biography | Andrew is a Senior Portfolio Manager for the Global Fixed Income Team within Macquarie Asset Management (MAM) Credit. He is a lead portfolio manager for global multisector and global bond strategies, a role he assumed in June 2013, and for US multisector portfolios, which he assumed in May 2024. In this role, he is responsible for asset allocation, sector rotation, and security selection across MAM Credit’s global and US multisector portfolios. Andrew joined the firm in 2008 as a Quantitative Analyst on MAM Credit’s Markets and Quantitative Team, where he was involved in building and maintaining financial models. He transferred to the Global Fixed Income Team in 2010, becoming an Assistant Portfolio Manager. He earned a Bachelor of Commerce in actuarial studies and finance from the University of New South Wales. He also holds the Chartered Financial Analyst® designation. | ||
| Daniela M. Mardarovici | Portfolio Manager | 2022 | 2024 |
| Biography | Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies, | ||
| J. David Hillmeyer | Senior Managing Director | 2022 | 2024 |
| Biography | J. David Hillmeyer, CFA Senior Managing Director, Co-Head of US Multisector Fixed Income J. David Hillmeyer co-leads the firm's US Multisector Fixed Income team for Macquarie Asset Management Fixed Income (MFI) with responsibility for investment strategy and business development across the full suite of US multisector strategies. In addition, Hillmeyer has responsibility for our global credit strategies. Hillmeyer is also a member of MFI's Global Leadership Group which is responsible for the overall management of MFI including setting and executing on the team's strategic vision. Prior to joining Macquarie Asset Management (MAM) in August 2007 as a vice president and corporate bond trader, he worked for more than 11 years in various roles at Hartford Investment Management Company, including senior corporate bond trader, high yield portfolio manager / trader, and quantitative analyst. He began his career as an investment advisor in January 1989 at Shawmut Bank, leaving the firm as an investment officer in November 1995. Hillmeyer earned his bachelor's degree from Colorado State University, and he is a member of the CFA Society of Philadelphia and the Philadelphia Council for Business Economics. | ||
| Lena S. Harhaj | Associate Portfolio Manager | 2018 | 2022 |
| Biography | Portfolio Manager since December 2017.Total Return Portfolio Analyst since April 2016, previously Senior Investment Analyst since June 2013-2016, and Associate Mortgage Analyst since June 2010, Advantus Capital. Ms. Harhaj holds a Bachelor of Science in Finance from the University of Minnesota. She is a Chartered Financial Analyst. | ||
| Thomas B. Houghton | Senior Vice President | 2005 | 2022 |
| Biography | Thomas B. Houghton has served as Senior Vice President and Portfolio Manager since June 2018, previously Vice President and Portfolio Manager since August 2003, Securian AM. Total Return Fixed Income, Securian AM, since August 2003. Mr. Houghton had served as Senior Investment Officer with Securian AM from April 2002 to August 2003. Previously, Mr. Houghton was a Senior Securities Analyst, Public Corporate Bonds, with American Express from July 2001 through March 2002. | ||
| Daniel A. Henken | Investment Officer | 2017 | 2022 |
| Biography | Dan is an Investment Officer in the corporate bond group at Advantus. His responsibilities include fundamental industry and company analysis of current and prospective holdings, along with specific trade recommendations. He covers the technology, media, telecommunications and transportation sectors. Dan is a CFA Charterholder, and is a member of the CFA Institute and CFA Society of Minnesota. He also serves on the Board of Directors for the CFA Society of Minnesota. | ||
| David W. Land | Vice President & Portfolio Manager, Total Return | 2005 | 2018 |
| Biography | David has extensive fixed income market experience, including a strong background with mortgage securities. As a member of the Advantus Fixed Income Total Return Group, he is responsible for the mortgage-backed and asset-backed securities strategy and also contributes to the performance of the aggregate bond portfolios. David co-manages the Advantus Mortgage Securities strategy and manages assets for many Advantus institutional clients. David is a CFA Charterholder and a member of the CFA Institute. | ||
| Christopher R. Sebald | President and Chief Investment Officer | 2003 | 2017 |
| Biography | Chris provides strategic direction and investment leadership for the firm. He oversees investment policy and strategy and is Chairman of the management committee. He remains involved in client portfolio management. Chris began his investment career in 1988, and has worked in fixed income analysis, portfolio management, derivatives management, asset allocation and investment strategy. He has been an associate of Advantus for 18 years, being named Executive Vice President in 2007 and President in 2012. Chris holds a BS degree in Economics and an MBA from the University of Minnesota. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Minnesota. Chris volunteers his time to the Boy Scouts of America and Minneapolis Public Schools. He enjoys many outdoor activities with his family, is an Eagle Scout and runs marathons. | ||
| Wayne R. Schmidt | Vice President | 1991 | 2003 |
| Biography | Schmidt is a vice president and has been portfolio manager of Advantus Capital since February 1999. He served as an investment officer of the Advisor since 1994. In 1979, he joined MIMLIC, Advantus Capital's predecessor and held several management positions with the company, including assistant treasurer, treasurer and investment officer. Schmidt is a fellow of Life Management Institute and a member of the Twin Cities Society of Security Analysts. Schmidt holds the Chartered Financial Analyst designation. | ||
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