Delaware Opportunity A (FIUSX)
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Delaware Opportunity A
Philadelphia, PA 19103
One Commerce Square,2005 Market Street
Delaware Group Equity Funds IV
Management Information
Kent P. Madden,Lead Manager since October 3, 2019
Kent P. Madden is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in December 2004 as an equity analyst and was promoted to senior equity analyst in October 2010. He is responsible for the analysis, purchase, and sale recommendations of consumer services, consumer cyclicals, consumer staples, healthcare, and transportation stocks for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) he was an equity analyst at Gartmore Global Investments, where he specialized in technology and telecommunications. He has also worked as an equity analyst for Federated Investors, where he gained experience covering small-capitalization consumer stocks, and Lehman Brothers as a corporate finance analyst. Madden holds a bachelor's degree in economics from DePauw University and an MBA from the University of Chicago.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Value
Fund FamilyDelaware Funds by Macquarie
Net Assets617.38M
YTD Return8.97%
Yield0.73%
Morningstar Rating★★★
Inception DateFeb 27, 2023
Fund Operations
Last Dividend0.26
Last Cap Gain22.00
Holdings Turnover11.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFIUSXCategory Average
Annual Report Expense Ratio (net)1.86%1.01%
Prospectus Net Expense Ratio1.86%N/A
Prospectus Gross Expense Ratio1.89%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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