Delaware Large Cap Core Instl
One Commerce Square 2005 Market Street Philadelphia PA 19103
Map
Phone: 800-362-7500
| Category: | Large Blend | | Fund Family: | Delaware Investments | | Net Assets: | 1.51M | | Year-to-Date Return: | 20.15% | | Yield: | 1.17% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Aug-06 |
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Christopher S. Adams
Lead Manager since
31-Aug-06 | | | Adams joined Delaware Investments in 1995, and is a Portfolio Manager on the firm's Core Equity team. He also performs analysis and research to support the portfolio management function. Adams is a director and past president of the CFA Society of Philadelphia. Adams holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | 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 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in securities of large-capitalization companies that the manager believes have a combination of attractive valuations, growth prospects and strong cash flows. It currently defines large-capitalization companies as those that, at the time of investment, have market capitalizations within the range of market capitalizations of companies in the S&P 500 index. |
| Last Dividend
(22-Jun-09):
| 0.01 | | Last Cap Gain
(7-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 78.74% |
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| Expense | DDCIX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.26% Nasdaq 0.00%
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