Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, December 21, 2009, 2:15AM ET - U.S. Markets open in 7 hours and 15 minutes. Dow Up 0.20% Nasdaq Up 1.45%
Delaware Inflation Protected Bond Inst (DIPIX)On Dec 18: 10.51  Down 0.02 (0.19%)  
MORE ON DIPIX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Delaware Inflation Protected Bond Inst
One Commerce Square 2005 Market Street
Map
Phone: 800-362-7500
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Inflation-Protected Bond
Fund Family:Delaware Investments
Net Assets:121.22M
Year-to-Date Return:13.11%
Yield:1.81%
Morningstar Rating:5 stars
Fund Inception Date:01-Dec-04
MORNINGSTAR STYLE BOX 
Inflation-Protected Bond
[View Category Definition]
View Top Inflation-Protected Bond Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Paul Grillo
Lead Manager since 24-May-07
Grillo is a member of the firm?s taxable fixed income portfolio management team and asset allocation committee. He joined Delaware in 1992 as a mortgage-backed and asset-backed securities analyst, assuming portfolio management responsibilities in the mid-1990s. Prior to joining Delaware Investments, Grillo served as a mortgage strategist and trader at Dreyfus Corporation. He also worked as a mortgage strategist and portfolio manager at Chemical Investment Group and as a financial analyst at Chemical Bank.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
DIPIX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks to provide inflation protection and current income. The fund normally invests at least 80% of net assets in inflation-indexed bonds issued by the U.S. government, its agencies or instrumentalities and corporations. It may also invest up to 10% of net assets in high yield securities, corporate bonds rated BB or lower by S&P or similarly rated by another nationally recognized statistical rating organization. The fund may also invest up to 10% of net assets in securities denominated in foreign currencies and may invest up to 25% of net assets in U.S. dollar-denominated securities of foreign issuers.
FUND OPERATIONS 
Last Dividend (20-Nov-09): 0.03
Last Cap Gain (22-Dec-08): 0.06
Annual Holdings Turnover 188.00%
Average for Category: 225.36%
FEES & EXPENSES 
ExpenseDIPIXCategory
Avg
Total Expense Ratio:% 0.85%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 4.09%
Max Deferred Sales Load:% 2.30%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$410
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$659
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,335
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials