Nasdaq - Delayed Quote USD

Delaware Climate Solutions R (IYEFX)

9.10 +0.04 (+0.44%)
At close: 8:00 PM EDT

Fund Summary

The fund seeks to achieve its objective by investing in securities of U.S. and non-U.S. issuers, including non-dollar securities and securities of emerging market issuers. It focuses its investments on equity securities and equity-related investments and may invest in common and preferred stocks, convertible securities and warrants of companies of any market capitalization. The fund is non-diversified.

Delaware Climate Solutions R

Overland Park, KS 66202
6300 Lamar Ave

Fund Overview

Category Equity Energy
Fund Family Delaware Funds by Macquarie
Net Assets 147.96M
YTD Return -0.44%
Yield 2.24%
Morningstar Rating
Inception Date Apr 02, 2007

Fund Operations

Last Dividend 0.20
Last Cap Gain -62.00
Holdings Turnover 108.00%
Average for Category --

Fees & Expenses

Expense IYEFX Category Average
Annual Report Expense Ratio (net) 0.99% 1.07%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 1.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.50%
Max Deferred Sales Load -- 1.50%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Barry S. Gladstein, Lead Manager since July 29, 2022
Barry S. Gladstein Vice President, Equity Analyst/Philadelphia Mr. Gladstein joined Delaware in 1995. Prior to that he was director of operational planning at CIGNA Corporation from 1991-1995 and a senior accountant with Arthur Young & Company. He holds a bachelor’s degree from Binghamton University and an MBA from the University of Pennsylvania’s Wharton School. He is a Certified Public Accountant. He is a member of the CFA Society of Philadelphia.

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. MORNING_STAR_STYLE_BOX

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.

Related Tickers