Delaware Inflation Protected Bond B One Commerce Square 2005 Market Street Map
Phone: 800-523-1918
| Category: | Inflation-Protected Bond | | Fund Family: | Delaware Investments | | Net Assets: | 2.06M | | Year-to-Date Return: | 12.18% | | Yield: | 0.72% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-04 |
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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. |
| 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 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. |
| Last Dividend
(20-Nov-09):
| 0.02 | | Last Cap Gain
(22-Dec-08):
| 0.06 | | Annual Holdings Turnover
| 188.00% | | Average for Category:
| 225.36% |
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| Expense | DIPBX | Category Avg | | Total Expense Ratio: | %
| 0.85% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.09% | | Max Deferred Sales Load: | 4.00%
| 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 |
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