Delaware Corporate Bond B One Commerce Sq 2005 Market St Philadelphia PA 19103 Map
Phone: 800-523-1918
| Category: | Intermediate-Term Bond | | Fund Family: | Delaware Investments | | Net Assets: | 13.24M | | Year-to-Date Return: | -8.99% | | Yield: | 4.98% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-98 |
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Thomas H. Chow
Lead Manager since
24-May-07 | | | Chow is a senior vice president and senior portfolio manager with Delaware Investments. Prior to joining Delaware Investments in 2001, he was a trader of high grade and high yield securities, and was involved in the portfolio management of collateralized bond obligations (CBOs) and insurance portfolios at SunAmerica AIG from 1997 to 2001. Before that, Chow was an analyst, trader, and portfolio manager at Conseco Capital Management from 1989 to 1997. Chow 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 total return. The fund normally invests at least 80% of assets in corporate bonds rated BBB or better. It may invest in common stock and preferred stocks, convertibles, and warrants. The fund may invest up to 20% of assets in high-yield corporate bonds. It may also hold cash or other money market instruments. The fund typically maintains an average duration of between four and seven years. |
| Last Dividend
(22-Sep-08):
| 0.02 | | Last Cap Gain
(22-Nov-05):
| 0.02 | | Annual Holdings Turnover
| 244.00% | | Average for Category:
| 199.71% |
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| Expense | DGCBX | Category Avg | | Total Expense Ratio: | 1.57%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 4.00%
| 2.69% | | 3 Yr Expense Projection*: |
$768 | $465 | | 5 Yr Expense Projection*: |
$1,094 | $718 | | 10 Yr Expense Projection*: |
$1,879 | $1,429 |
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