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Delaware Foundation® Equity Fund - Overview


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Fund profile

Objective

 

Portfolio manager(s)

The Delaware Foundation Equity Fund seeks long term capital growth.  

Babak (Bob) Zenouzi (2009)
Francis X. Morris (2009)
Michael J. Hogan (2009)
Paul Grillo (2009)
Sharon Hill (2009)
Delaware Management Company

Main investment strategies

The Fund seeks to achieve its objective by investing in a combination of underlying securities representing a variety of asset classes and investment styles that are managed by the Fund's investment manager, Delaware Management Company (Manager or we). In striving to meet its objective, the Fund will hold up to 100% of its net assets in equity securities. The Manager uses an active allocation approach when selecting investments for the Fund.


Fund information (As of 02/28/10)
   
Total net assets $1.1 million
      Class A $0.0 million
      Class C $0.0 million
      Class I $1.1 million
      Class R $0.0 million
Inception date  
      Class A 08/31/09
      Class C 08/31/09
      Class I 08/31/09
      Class R 08/31/09
Dividends Annual
Capital gains

Risk controls and asset allocation models do not promise any level of performance or guarantee against loss of principal.

Diversification may not protect against market risk.

Investing in emerging markets can be riskier than investing in established foreign markets due to increased volatility and lower trading volume.

International investments entail risks not ordinarily associated with U.S. investments including fluctuation in currency values, differences in accounting principles, or economic or political instability in other nations.

Investing involves risk, including the possible loss of principal.

Narrowly focused investments may exhibit higher volatility than investments in multiple industry sectors.

REIT investments are subject to many of the risks associated with direct real estate ownership, including changes in economic conditions, credit risk, and interest rate fluctuations.

Investments in small and/or medium-sized companies typically exhibit greater risk and higher volatility than larger, more established companies.

Investing involves risk, including the possible loss of principal.

Carefully consider the Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by visiting www.delawareinvestments.com/literature or calling 800 523-1918. Investors should read the prospectus carefully before investing.

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