Delaware American Services A
Delaware Group Equity Funds III One Commerce Square,2005 Market Street Philadelphia P
Map
Phone: 800-523-1918
| Category: | Mid-Cap Growth | | Fund Family: | Delaware Investments | | Net Assets: | 98.03M | | Year-to-Date Return: | 34.38% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-99 |
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Marshall T. Bassett
Lead Manager since
06-Nov-01 | | | Bassett leads the firm?s Emerging Growth Equity team, which focuses on small-, mid-, and smid-cap investment products and strategies. Before taking over leadership of the Emerging Growth Equity team, Bassett spent eight years as a portfolio manager and analyst, focusing on consumer and retail stocks in the growth area. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of net assets in U.S. service and service-related companies and may invest up to 20% of net assets in foreign securities. It may from time to time focus more on any one of these sectors over the others and may invest in securities of companies in other service sectors. The fund employs a bottom-up stock selection approach to find companies that are the leading companies in each of these sectors. The stocks can be of any size or market capitalization, including securities of emerging or other growth-oriented companies. |
| Last Dividend
(8-Dec-00):
| 0.02 | | Last Cap Gain
(22-Aug-08):
| 0.05 | | Annual Holdings Turnover
| 85.00% | | Average for Category:
| 132.16% |
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| Expense | DASAX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.20% Nasdaq 
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