Delaware Group Equity Funds IV - Delaware Equity Income Fund (FIUUX)
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Delaware Group Equity Funds IV - Delaware Equity Income Fund
Philadelphia, PA 19103
One Commerce Square,2005 Market Street
Delaware Group Equity Funds IV
Management Information
,Lead Manager since January 28, 2021
Benjamin Leung, CFA
Managing Director, Co-Head of Systematic Investments, Head of Research
Benjamin Leung is the co-head of the Macquarie Systematic Investments (MSI) team, a role he assumed in August 2014. In addition to the day-to-day management of the global portfolios, he is also the head of research, responsible for driving the continual evolution of the systematic investment process. Leung joined the MSI team in May 2005 as a quantitative analyst, where his responsibilities included the development and maintenance of various quantitative models. Following his successful efforts to expand the quantitative capability to international markets, he formed the foundation of the current systematic investment approach. Prior to joining the MSI team, he worked as a software engineer for Macquarie’s Investment Banking Group Information Services Division in Sydney. Leung received a Bachelor of Engineering with Honours and a Masters in Commerce from the University of New South Wales.
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Morningstar Category
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Fund Overview
CategoryLarge Value
Fund FamilyDelaware Funds by Macquarie
Net Assets269.81M
YTD Return-4.54%
Yield2.54%
Morningstar Rating★★★
Inception DateFeb 21, 1993
Fund Operations
Last Dividend0.03
Last Cap Gain5.00
Holdings Turnover23.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFIUUXCategory Average
Annual Report Expense Ratio (net)1.02%0.94%
Prospectus Net Expense Ratio1.02%N/A
Prospectus Gross Expense Ratio1.12%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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