Delaware Large Cap Core A
One Commerce Square 2005 Market Street Philadelphia PA 19103
Map
Phone: 800-523-1918
| Category: | Large Blend | | Fund Family: | Delaware Investments | | Net Assets: | 20.00K | | Year-to-Date Return: | -2.88% | | Yield: | 0.70% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Aug-06 |
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Christopher S. Adams
Lead Manager since
31-Aug-06 | | | Adams is a vice president and portfolio manager at Delaware Management. He is a member of the portfolio construction group within the Delaware Core Equity Team. He also performs analysis and research to support the portfolio management function. He joined Delaware Investments in 1995 after several years experience in the financial services industry in the U.S. and U.K. He is president of the CFA Society of Philadelphia. Adams holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of large companies that the manager believes have a combination of attractive valuations, growth prospects and strong cash flows. It invests at least 80% of net assets in securities of large-capitalization companies. The fund currently defines large-capitalization companies as those that, at the time of investment, have market capitalizations within the range of market capitalizations of companies in the S&P 500 index. |
| Last Dividend
(7-Dec-07):
| 0.05 | | Last Cap Gain
(7-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 69.24% |
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| Expense | DDCAX | Category
Avg | | Total Expense Ratio: | 0.96%
| 1.10% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$1,697 | $574 | | 5 Yr Expense Projection*: |
$2,722 | $874 | | 10 Yr Expense Projection*: |
$5,262 | $1,731 |
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0.65% Nasdaq 
0.27%
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