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Delaware High-Yield Opportunities C (DHOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
3.4300+0.0150 (+0.44%)
At close: 08:00PM EST

Delaware High-Yield Opportunities C

Philadelphia, PA 19103

One Commerce Square,2005 Market Street

Delaware Group Income Funds

Management Information
John P. McCarthy,Lead Manager since December 3, 2012
John P. McCarthy is a senior portfolio manager for Delaware Management Company's high yield strategies, a role he assumed in July 2016. He is also co-head of credit research on the firm’s taxable fixed income team. McCarthy rejoined Delaware Investments in March 2007 as a senior research analyst after he worked in the firm’s fixed income area from 1990 to 2000 as a senior high yield analyst and high yield trader, and from 2001 to 2002 as a municipal bond trader. Prior to rejoining Delaware Investments, he was a senior high yield analyst/trader at Chartwell Investment Partners. McCarthy earned a bachelor’s degree in business administration from Babson College, and he is a member of the CFA Society of Philadelphia.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyDelaware Funds by Macquarie
Net Assets467.56M
YTD Return0.17%
Morningstar Rating★★
Inception DateApr 27, 2021

Fund Operations

Last Dividend0.19
Last Cap Gain-39.00
Holdings Turnover31.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDHOCXCategory Average
Annual Report Expense Ratio (net)0.58%0.95%
Prospectus Net Expense Ratio0.58%N/A
Prospectus Gross Expense Ratio0.79%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.88%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A