Delaware Inflation Protected Bond Inst Delaware Investments 2005 Market Street Philadelphia, PA 19103-3682 Map
Phone: 800-362-7500
| Category: | Inflation-Protected Bond | | Fund Family: | Delaware Investments | | Net Assets: | 93.91M | | Year-to-Date Return: | 5.64% | | Yield: | 5.80% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-04 |
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Roger A. Early
Lead Manager since
24-May-07 | | | Early is a senior vice president and senior portfolio manager and re-joined Delaware Investments in March 2007. During his previous tenure at the firm, from 1994 to 2001, he was a senior portfolio manager in the same area, and he left Delaware Investments as head of its U.S. investment grade fixed income group. Early holds the Chartered Financial Analyst, the Chartered Public Accountant and the Chartered Financial Planner designations. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide inflation protection and current income. The fund normally invests at least 80% of net assets in inflation-indexed bonds issued by the U.S. government, its agencies or instrumentalities and corporations. It may also invest up to 10% of net assets in high yield securities, corporate bonds rated BB or lower by S&P or similarly rated by another NRSPO. The fund may also invest up to 10% of net assets in securities denominated in foreign currencies and may invest up to 25% of net assets in U.S. dollar-denominated securities of foreign issuers. It is nondiversified. |
| Last Dividend
(22-Aug-08):
| 0.09 | | Last Cap Gain
(22-Dec-05):
| 0.02 | | Annual Holdings Turnover
| 553.00% | | Average for Category:
| 226.51% |
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| Expense | DIPIX | Category Avg | | Total Expense Ratio: | 0.51%
| 0.86% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.16% | | Max Deferred Sales Load: | 0.00%
| 2.40% | | 3 Yr Expense Projection*: |
$236 | $503 | | 5 Yr Expense Projection*: |
$437 | $812 | | 10 Yr Expense Projection*: |
$1,017 | $1,646 |
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