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Delaware Balanced A

Note: The following information has not been updated by the vendor since 09/13/00.

Address:1818 Market Street
Philidelphia, PA 10103
Phone # for sales: 1 800 362 7500
Website: www.delawarefunds.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Delaware Balanced A
Symbol: DELFX
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 -
Minimum Investment: $1,000
1-Year Profit Projection: NA
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.

Expenses TOP

Annual expense ratio: 1.12
Tax Efficiency: NA
Load Type: 
  • Front
Load Percentage: 5.75

Performance TOP

Performance 3 Months: 1.29
Performance Year to Date: -1.6
Performance 12 Months: -9.1
Performance 3 Years: 5.92
Performance 5 Years: 11.1

Additional Comments TOP

Fund Features: 

N/A
Fund Strategy: 

N/A

Fund | Expenses | Performance | Additional Comments

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