Delaware Global Real Estate Securities I
One Commerce Square 2005 Market Street Philadelphia PA 19103
Map
Phone: 800-362-7500
| Category: | Global Real Estate | | Fund Family: | Delaware Investments | | Net Assets: | 1.62M | | Year-to-Date Return: | 26.34% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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Babak Zenouzi
Lead Manager since
28-Sep-07 | | | Zenouzi rejoined Delaware Investments in May 2006. He left the firm in 1999 after seven years as an analyst and portfolio manager. Currently, he leads the firm's REIT group. He also serves as lead portfolio manager for the firm's Dividend Income products, which he helped create in the 1990s. Most recently, Zenouzi worked at Chartwell Investment Partners from 1999 to 2006.He is a member of the National Association of Real Estate Investment Trusts. |
| 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 |
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| The investment seeks maximum long-term total return through a combination of current income and capital appreciation. The fun normally invests at least 80% of assets in securities issued by U.S. companies in the real estate and real estate-related sectors. It may invest in companies across all market capitalizations and may invest in securities of companies in emerging markets countries. The fund invests at least 40% of assets in securities of non-U.S. issuers. It is nondiversified. |
| Last Dividend
(7-Dec-09):
| 0.42 | | Last Cap Gain
(22-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 133.00% | | Average for Category:
| 70.50% |
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| Expense | DLRIX | Category
Avg | | Total Expense Ratio: | %
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.03% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $767 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,248 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,524 |
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0.03% Nasdaq 
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