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Fund |
| Fund name: Delaware Balanced A
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| Symbol: DELFX
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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: NA
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Brief fund description:
Delaware Balanced Fund - Class A 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 A.
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Expenses
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| Annual expense ratio: 1.12
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: 5.75
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Performance
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| Performance 3 Months: 1.29
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| Performance Year to Date: -1.6
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| Performance 12 Months: -9.1
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| Performance 3 Years: 5.92
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| Performance 5 Years: 11.1
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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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