Delaware Funds (17) 367 Familes, 1004 Interview Based Profiles

Delaware Smid Cap Growth Fund

As disruptive change can create a new set of winners, shareholders can find it rewarding to invest early in such leaders with long secular trends. Alex Ely, portfolio manager of the Delaware Smid Cap Growth Fund, and a team of analysts follow a disciplined process to identify a list of likely long-term disruption winners for their concentrated portfolio.

$1.8 billion

Delaware International Small Cap Fund

Stock markets tend to underestimate the duration of a positive fundamental change and the sustainability of earnings growth. Focusing on this inefficiency, the Delaware International Small Cap Fund team analyzes the factors that drive earnings growth and its duration in areas neglected by the market. Portfolio manager Gabriel Wallach and his team have long-term experience in identifying above-average growth in small caps and international markets.

$100 million

Delaware Diversified Income Fund

In an investment universe as broad and diversified as the global bond market, disciplined and well-prepared investors can choose from a broad array of opportunities. Macquarie Investment Management portfolio manager Paul Grillo and his team take a flexible approach managing the Delaware Diversified Income Fund by identifying opportunities with attractive risk/reward profiles from various sectors around the world. 

$4.5 billion

Delaware Small Cap Value Fund

Separating winners from losers among myriad companies is never easy in the small-cap universe. Christopher S. Beck, portfolio manager of the Delaware Small Cap Value Fund, and the members of his team combine quantitative and qualitative research to identify companies that have the financial strength and proven capacity to generate steady free cash flow. 

$3.8 billion

Responsible Income

September 16, 2016

Delaware Wealth Builder Fund

Investors looking for stable returns are generally prepared to give up some of the upside as long as they avoid most of the downside. Bob Zenouzi, portfolio manager of the Delaware Wealth Builder Fund, seeks better downside protection by following a total return approach to investing in growth stocks that display stable dividend profiles, together with a diversified mix of fixed-income securities

$722 million

Delaware Corporate Bond Fund

Corporate bonds offer additional returns compared to government issued bonds, but selecting appropriate issuers requires considerable credit experience, especially when overseas issuers are concerned. Michael G. Wildstein, portfolio manager of the Delaware Corporate Bond Fund, and his team of researchers apply rigorous credit research to identify opportunities for income and capital appreciation.

$1.2 billion

Delaware National High-Yield Municipal Bond Fund

The municipal bond market is regional and fragmented, and demands a deep understanding of the diverse base of issuers. The high-yield segment of the market is dominated by non-rated bonds that are issued by non-profit entities such as hospitals and charter schools across the nation. The municipal fixed income group at Delaware Investments has a focused team of managers, traders, and analysts searching for bonds that they believe can deliver superior total returns.

Delaware Global Real Estate Opportunities Fund

The real estate industry has transitioned to a much larger and global scale after the advent of securitization and the formation of the REIT structure. However, REITs are just as dependent on access to capital markets as local supply and demand factors. Bob Zenouzi and his team at Delaware Investments look for opportunities across the world in which companies are likely to outperform on a total return basis.

Delaware Small Cap Core Fund

Small-cap companies are under-followed and under-owned. Francis X. Morris and his team have an organized approach to select companies that are in the early part of the product cycle and have a catalyst to generate growth.

Delaware REIT Fund

The real estate investment trust industry has evolved to almost 10% of total U.S. stock market capitalization in the last two decades. Once a cottage industry with a local focus, it now operates on a global scale.

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