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Past performance is no guarantee of future results
Morningstar has awarded its highest ratings to the following Delaware Investments funds.
The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (as applicable) Morningstar Rating™ metrics.The top 10% of funds in each Morningstar category receive 5 stars; the next 22.5% receive 4 stars.
Morningstar proprietary ratings reflect historical risk-adjusted performance as of Dec 31, 2009. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating(TM) based on a Morningstar risk-adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar rating is a weighted average of funds' three-, five-, and 10-year (as applicable) ratings. Past performance is no guarantee of future results. Morningstar Rating is for the Class A Share only; other classes may have different performance characteristics.
Click on the individual funds for a detailed overview and additional information.
Delaware Investments Fixed Income funds
(Overall Morningstar Ratings as of Dec 31, 2009)
Past performance is no guarantee of future results. Click on a fund name for more recent performance information.
Expense waivers were in effect for the periods shown. Performance would have been lower if waivers did not apply. Morningstar rating may have been lower if waivers did not apply.
The Corporate Bond fund and the Diversified Income fund were rated against the following number of Intermediate-Term Bond funds: 978 in the last 3 years, 866 in the last 5 years and 496 in the last 10 years.
The Extended Duration Bond fund was rated against the following number of Long-Term Bond funds: 44 in the last 3 years, 32 in the last 5 years and 16 in the last 10 years.
The Limited-Term Diversified Income fund was rated against the following number of Short-Term Bonds: 384 in the last 3 years, 318 in the last 5 years and 168 in the past 10 years.
The National High-Yield Muni Bond was rated against the following number of High-Yield Munis: 127 in the last 3 years, 109 in the last 5 years and 82 in the past 10 years.
The Tax-Free California fund was rated against the following number of Muni California Long funds: 155 in the last 3 years, 143 in the last 5 years and 113 in the last 10 years.
The Tax-Free Idaho fund was rated against the following number of Muni Single State Long funds: 321 in the last 3 years, 286 in the last 5 years and 270 in the last 10 years.
The Tax-Free Minnesota fund and the Minnesota High-Yield Municipal Bond fund were rate against the following number of Muni Minnesota funds: 60 in the last 3 years, 53 in the last 5 years and 52 in the last 10 years.
The Tax-Free New York fund was rated against the following number of Muni New York Long Bond funds: 112 in the last 3 years, 109 in the last 5 years and 94 in the past 10 years.
Delaware Investments Equity funds
(Overall Morningstar Ratings as of Dec 31, 2009)
Past performance is no guarantee of future results. Click on a fund name for more recent performance information.
Expense waivers were in effect for the periods shown. Performance would have been lower if waivers did not apply. Morningstar rating may have been lower if waivers did not apply.
The Foundation Growth Allocation fund was rated against the following number of Large Blend funds: 1757 in the last 3 years, 1376 in the last 5 years and 710 in the last 10 years.
The Foundation Conservative Allocation fund was rated against the following number of Conservative Allocation funds: 953 in the last 3 years, 786 in the last 5 years and 441 in the last 10 years.
The Foundation Moderate Allocation fund was rated against the following number of Moderate Allocation funds: 522 in the last 3 years, 343 in the last 5 years and 151 in the last 10 years.
The Emerging Markets fund was rated against the following number of Diversified Emerging Markets funds: 259 in the last 3 years, 195 in the last 5 years and 118 in the last 10 years.
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