Delaware Large Cap Value A
One Commerce Sq 2005 Market St Philadelphia PA 19103
Map
Phone: 800-523-1918
| Category: | Large Value | | Fund Family: | Delaware Investments | | Net Assets: | 860.67M | | Year-to-Date Return: | -12.75% | | Yield: | 2.03% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Mar-57 |
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D. Tysen Nutt, Jr.
Lead Manager since
28-Mar-05 | | | Nutt joined Delaware Investments in 2004 as senior vice president and senior portfolio manager. Before joining the firm, he led the U.S. Active Large-Cap Value team within Merrill Lynch Investment Managers. Nutt departed MLIM as a managing director. Prior to joining MLIM in 1994, he was with Van Deventer & Hoch (V&H). He began his investment career at Dean Witter Reynolds. Nutt is a member of the New York Society of Security Analysts and the CFA Institute. |
| 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 normally invests at least 80% of assets in securities of large-cap companies whose market capitalizations of $5 billion or greater. Typically, it seeks to select securities that are undervalued in relation to their intrinsic value as indicated by multiple factors, including the earnings and cash flow potential or the asset value of the respective issuers. |
| Last Dividend
(20-Jun-08):
| 0.05 | | Last Cap Gain
(21-Dec-07):
| 1.84 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 59.99% |
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| Expense | DELDX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.27% | | Max 12b1 Fee: | 0.27%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$913 | $588 | | 5 Yr Expense Projection*: |
$1,161 | $902 | | 10 Yr Expense Projection*: |
$1,871 | $1,772 |
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