Delaware Limited-Term Diversified Inc A
One Commerce Square 2005 Market Street Philadelphia PA 19103
Map
Phone: 800-523-1918
| Category: | Short-Term Bond | | Fund Family: | Delaware Investments | | Net Assets: | 709.45M | | Year-to-Date Return: | 11.32% | | Yield: | 3.46% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Nov-85 |
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Paul Grillo
Lead Manager since
16-Feb-99 | | | 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 maximum total return. The fund invests at least 80% of net assets in investment-grade fixed-income securities, including, but not limited to, fixed-income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, and by U.S. corporations. It may invest up to 20% of assets in below investment-grade securities. The fund may also invest up to 20% of net assets in foreign securities, including up to 10% of net assets in securities of issuers located in emerging markets. |
| Last Dividend
(22-Sep-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 351.00% | | Average for Category:
| 107.45% |
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| Expense | DTRIX | Category
Avg | | Total Expense Ratio: | 0.85%
| 0.91% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 2.75%
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 621 | $405 | | 5 Yr Expense Projection*: |
$ 875 | $645 | | 10 Yr Expense Projection*: |
$ 1,601 | $1,328 |
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1.44% Nasdaq 
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