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Fund |
| Fund name: Delaware Balanced B
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| Symbol: DELBX
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Portfolio contains these types of investments:
FNMA 7% FNMA 7.5% Intel Safeway US Treasury Note 5.5% Microsoft Circuit City Stores-Circuit Schlumberger Honeywell Intl Knight-Ridder
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Delaware Balanced Fund - Class B seeks capital appreciation and income consistent with capital preservation. The fund invests primarily in equities issued by established companies. It normally invests at least 25% of assets in investment-grade debt, including U.S. government obligations, convertibles, and corporate debt. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads; Institutional shares are sold to institutional investors. Prior to Dec. 30, 1998, the fund was named Delaware Fund - Class B.
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Expenses
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| Annual expense ratio: 1.89
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 5.0
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Performance
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| Performance 3 Months: 1.15
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| Performance Year to Date: -2.0
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| Performance 12 Months: -9.8
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| Performance 3 Years: 5.10
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| Performance 5 Years: 10.3
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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