Delaware Group Equity Funds IV - Delaware Special Situations Fund (FISUX)
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Delaware Group Equity Funds IV - Delaware Special Situations Fund
Delaware Group Equity Funds IV
One Commerce Square,2005 Market Street
Philadelphia, PA 19103
800-423-4026
Management Information
Kelley McKee Carabasi,Lead Manager since October 3, 2019
Kelley McKee Carabasi is a senior portfolio manager for the US Small-Mid Cap Value Equity team. She assumed portfolio management responsibilities in July 2012. She joined the team in July 2005 as an equity analyst. Prior to joining Macquarie Investment Management (MIM) she participated in Lincoln Financial Group’s rotational Professional Development Program for three years. Carabasi earned a bachelor's degree in finance from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania.
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Morningstar Category
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Fund Overview
CategorySmall Value
Fund FamilyDelaware Funds by Macquarie
Net Assets357.51M
YTD Return24.72%
Yield0.00%
Morningstar Rating★★★
Inception DateApr 2, 2013
Fund Operations
Last Dividend0.12
Last Cap Gain0.00
Holdings Turnover129.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFISUXCategory Average
Annual Report Expense Ratio (net)0.87%1.16%
Prospectus Net Expense Ratio0.87%N/A
Prospectus Gross Expense Ratio1.03%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection295N/A
5 Yr Expense Projection537N/A
10 Yr Expense Projection1,230N/A
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