Delaware Natl HY;Inst (DVHIX.O)

At A Glance

You hold DVHIX.O in 0 portfolios

Net Asset Value

11.17USD

 -0.01 -0.09%

11/21/2017

Category
General Tax-Exempt
YTD Return (Cumulative)
 8.51%
Classification
High Yield Muni
5 Year Return (Annualized)
 4.63%
Manager Benchmark
Lipper HY Muni Dbt Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since December, 2008 »

 DVHIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyDelaware Management Company
Inception Date12/31/2008
Portfolio Turnover27%
Dividend Yield--
Fund ManagerBaxter/Czepiel/Gizzi
Manager Tenure2008
Delaware Management Company
One Commerce Square
Philadelphia, PA 19103-7094

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.60%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$0
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks a high level of income exempt from federal income tax, primarily through investment in medium and lower grade municipal obligations.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
138
Consistent Return
 
138
Capital Preservation
 
5772
Low Expense
 
45
Tax Efficiency (U.S. only)
 
138

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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