DXCCX - Delaware Tax-Free Minnesota Intermediate Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Delaware Tax-Free Minnesota Intermediate Fund Class A

Philadelphia PA 19103

2005 Market Street

One Commerce Square

Management Information
,Lead Manager since December 28, 2017
Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryMuni Minnesota
Fund FamilyDelaware Funds by Macquarie
Net Assets71.46M
YTD Return1.69%
Morningstar Rating★★★
Inception DateMay 3, 1994

Fund Operations

Last Dividend0.09
Last Cap Gain-4.00
Holdings Turnover28.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDXCCXCategory Average
Annual Report Expense Ratio (net)1.56%0.89%
Prospectus Net Expense Ratio1.56%N/A
Prospectus Gross Expense Ratio1.76%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.79%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A