Delaware Growth Opportunities C Delaware Group Equity Funds IV One Commerce Square,2005 Market Street Philadelphia, P Map
Phone: 800-523-1918
| Category: | Mid-Cap Growth | | Fund Family: | Delaware Investments | | Net Assets: | 5.30M | | Year-to-Date Return: | -4.99% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Nov-95 |
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Lori P. Wachs
Lead Manager since
01-Dec-97 | | | Lori P. Wachs, CFA Vice President, Portfolio Manager Lori P. Wachs is a portfolio manager and analyst for the consumer sector in the firm?s Emerging Growth Equity group. She joined Delaware Investments in 1992 after serving in the equity-risk arbitrage department of Goldman Sachs from 1990 to 1992. She holds a bachelor?s degree in economics from The Wharton School of the University of Pennsylvania, where she graduated Phi Beta Kappa. |
| 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 primarily invests in common stocks of medium-sized companies. It considers companies that, at the time of purchase, have total market capitalizations within the range of market capitalizations of companies in the Russell 2500 Growth Index. The fund also invests in securities that are convertible into common stock. It typically selects companies that have established themselves within their industry, but still have growth potential. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(8-Dec-08):
| 1.69 | | Annual Holdings Turnover
| 106.00% | | Average for Category:
| 138.22% |
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| Expense | DEEVX | Category Avg | | Total Expense Ratio: | 2.22%
| 1.46% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ 744 | $651 | | 5 Yr Expense Projection*: |
$ 1,289 | $1,030 | | 10 Yr Expense Projection*: |
$ 2,778 | $2,053 |
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