Delaware Mid Cap Value R
Delaware Group Equity Funds I One Commerce Square,2005 Market Street Philadelphia PA
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Phone: 800-523-1918
| Category: | Mid-Cap Value | | Fund Family: | Delaware Investments | | Net Assets: | 0 | | Year-to-Date Return: | 23.63% | | Yield: | 0.36% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jul-08 |
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Christopher S. Beck
Lead Manager since
01-Feb-08 | | | Beck is a Vice President and a Senior Portfolio Manager and has been with Delaware since 1997. Beck served as a vice president at Pitcairn Trust from 1995 to 1997, where he managed small-capitalization stocks and analyzed equity sectors. Before that he was chief investment officer of the University of Delaware from 1992 to 1995 and held management positions during his seven years at Cypress Capital Management and four years at Wilmington Trust. Beck holds the Charted 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 capital appreciation. The fund invests at least 80% of assets in medium-sized companies whose market capitalizations fall within the range represented in the Russell Midcap (R) Value index at the time of the fund's investment. It invests primarily in investments of medium-sized companies whose stock prices appear low relative to their underlying value or future potential. |
| Last Dividend
(22-Dec-08):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 79.70% |
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| Expense | DLMRX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.36% | | Max 12b1 Fee: | 0.60%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 1,238 | $659 | | 5 Yr Expense Projection*: |
$ 2,088 | $1,033 | | 10 Yr Expense Projection*: |
$ 4,283 | $2,039 |
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1.78% Nasdaq 
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