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Fund material designed for you
Track the progress of your investments with account statements that summarize all activity in your mutual fund accounts. Delaware Investments issues two types of statements:
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Investment updates - sent quarterly.
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Transaction confirmations - sent each time a transaction is made or action is taken on an account.
Expand your investment knowledge
Delaware Investments provides comprehensive materials on investment, making it easier to measure the funds' performance.
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Annual and semiannual shareholder reports
Get commentary from the fund's portfolio manager, an overview of the market's performance, and an update on the fund's activity and performance in a report issued every year. Semiannual reports provide a brief update issued between annual reports.
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Prospectus
Read the prospectus to get complete information about the fund's fees, expenses, investment objectives, risks, and performance.
How to read an investment update statement
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Account services includes financial advisor and Delaware Investments contact information. |
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Portfolio summary lists any reinvested earnings and the change in the investment's market value since the last statement. |
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Personal portfolio rate of return shows how the portfolio has performed year-to-date and since first investing with Delaware Investments.* |
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Asset allocation and portfolio summary includes tables and graphs that illustrate how investments with Delaware Investments are allocated. |
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Investment earnings summary provides year-to-date information about any ordinary income or long-term capital gains. |
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Transactions lists account activity since the last statement. Your Personal Rate of Return shows how each of the portfolio's Delaware Investments funds has performed year-to-date and since first investing with Delaware Investments.* |
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Historical fund performance allows you to compare each fund's total return over 1-, 5-, and 10-year periods and since its inception. |
*For accounts established before 1995, January 3, 1995 is used as the inception date.
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