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. |
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. |
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Annual expense ratio: 1.12 |
Tax Efficiency: NA |
Load Type:
|
Load Percentage: 5.75 |
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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 |
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Fund Features: N/A |
Fund Strategy: N/A |
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