Delaware Healthcare A One Commerce Square 2005 Market Street Philadelphia PA 19103 Map
Phone: 800-523-1918
| Category: | Health | | Fund Family: | Delaware Investments | | Net Assets: | 1.22M | | Year-to-Date Return: | 44.06% | | Yield: | 0.07% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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Liu-Er Chen
Lead Manager since
28-Sep-07 | | | Chen is a senior vice president with Delaware Investments , his employer since September 2006 . Previously, he spent nearly 11 years at Evergreen Investment Management Company and three years in U.S. and Germany pharmaceutical companies in their strategic planning area. Chen holds the Chartered Financial Analyst designation. |
| 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 maximum long-term capital growth capital appreciation. The fund normally invests at least 80% of assets in the equity securities of health care companies. It invests in U.S. and non-U.S. companies across all market capitalizations. The fund may also invest in companies located in emerging markets. It is nondiversified. |
| Last Dividend
(22-Dec-08):
| 0.01 | | Last Cap Gain
(22-Dec-08):
| 0.34 | | Annual Holdings Turnover
| 154.00% | | Average for Category:
| 109.30% |
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| Expense | DLHAX | Category Avg | | Total Expense Ratio: | 1.35%
| 1.67% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.35% | | Max Deferred Sales Load: | %
| 2.88% | | 3 Yr Expense Projection*: |
$ 1,655 | $716 | | 5 Yr Expense Projection*: |
$ 2,398 | $1,069 | | 10 Yr Expense Projection*: |
$ 4,338 | $2,090 |
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