Delaware Growth Opportunities B 2005 Market St One Commerce Sq Philadelphia PA 19103 Map
Phone: 800-523-1918
| Category: | Mid-Cap Growth | | Fund Family: | Delaware Investments | | Net Assets: | 8.52M | | Year-to-Date Return: | -11.11% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Sep-94 |
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Marshall T. Bassett
Lead Manager since
01-Dec-97 | | | Bassett is senior vice president, chief investment officer and portfolio manager with Delaware Investments. He joined Delaware Investment in 1997. Previously, he served as a vice president with Morgan Stanley Asset Management, where he analyzed small growth companies. Prior to that, he worked as a trust officer at Sovran Bank and Trust Company. |
| 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 growth. The fund primarily invests in common stocks of medium-sized companies. It also invests in securities that are convertible into common stock. The fund typically selects companies that have established themselves within their industry, but still have growth potential. |
| Last Dividend
| N/A | | Last Cap Gain
(7-Dec-07):
| 2.75 | | Annual Holdings Turnover
| 100.00% | | Average for Category:
| 117.29% |
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| Expense | DFBIX | Category Avg | | Total Expense Ratio: | 2.11%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 4.00%
| 2.67% | | 3 Yr Expense Projection*: |
$944 | $696 | | 5 Yr Expense Projection*: |
$1,373 | $1,084 | | 10 Yr Expense Projection*: |
$2,294 | $2,130 |
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