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Delaware Group Adviser Funds - Delaware U.S. Growth Fund (DEUCX)

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18.19-0.04 (-0.22%)
At close: 08:00PM EDT

Delaware Group Adviser Funds - Delaware U.S. Growth Fund

Delaware Group Adviser Funds Inc

One Commerce Square,2005 Market Street

Philadelphia, PA 19103

800-523-1918
Management Information
Jeffrey J. Van Harte,Lead Manager since April 13, 2005
Jeffrey S. Van Harte, chairman and the chief investment officer, joined Jackson Square Partners in April 2014. Previously, he was a senior vice president and the chief investment officer at Delaware, and was the chief investment officer for its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and executive vice president at Transamerica Investment Management (1980 to 2005).
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

CategoryLarge Growth
Fund FamilyDelaware Funds by Macquarie
Net Assets2.65B
YTD Return4.45%
Yield0.00%
Morningstar Rating★★
Inception DateMay 22, 1994

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover54.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDEUCXCategory Average
Annual Report Expense Ratio (net)1.84%0.99%
Prospectus Net Expense Ratio1.84%N/A
Prospectus Gross Expense Ratio1.87%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales Load1.00%1.33%
3 Yr Expense Projection585N/A
5 Yr Expense Projection1,008N/A
10 Yr Expense Projection2,188N/A