Delaware Aggressive Allocation A
2005 Market St Philadelphia PA 19103
Map
Phone: 800-523-1918
| Category: | Large Blend | | Fund Family: | Delaware Investments | | Net Assets: | 30.33M | | Year-to-Date Return: | -12.92% | | Yield: | 2.81% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-97 |
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Christopher S. Adams
Lead Manager since
28-Jan-05 | | | 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 growth. The fund invests primarily in shares of other Delaware Investments funds, including equity funds and, to a lesser extent, fixed-income funds. It may also invest in individual securities. The fund typically invests more of assets in equity funds and securities than in fixed-income funds and securities. Typically, it invests between 10% and 30% of assets in international funds or securities. The fund is nondiversified. |
| Last Dividend
(24-Dec-07):
| 0.27 | | Last Cap Gain
(24-Dec-07):
| 0.33 | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 71.12% |
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| Expense | DFGAX | Category
Avg | | Total Expense Ratio: | 0.82%
| 1.11% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,124 | $576 | | 5 Yr Expense Projection*: |
$1,536 | $875 | | 10 Yr Expense Projection*: |
$2,681 | $1,735 |
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0.29% Nasdaq 
0.14%
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