Delaware Investments Mutual Funds: A Comprehensive Review In 2023

Introduction

Investing in mutual funds is one of the easiest ways to diversify your portfolio and grow your wealth. Delaware Investments Mutual Funds, a subsidiary of Macquarie Asset Management, is a well-known mutual fund provider that offers a range of investment products to meet the needs of different investors. In this article, we will review Delaware Investments Mutual Funds and help you decide if they are a good fit for your investment goals.

History

Delaware Investments Mutual Funds was founded in 1929 and has since grown to become a leading asset manager in the United States. In 2010, they became a subsidiary of Macquarie Asset Management, a global investment management company. Today, Delaware Investments Mutual Funds manages over $200 billion in assets and offers a wide range of mutual funds for individual and institutional investors.

Types of Funds

Delaware Investments Mutual Funds offers a variety of funds to suit different investment objectives and risk profiles. Some of the popular fund categories include:

Equity Funds

These funds invest in stocks and aim to provide long-term capital appreciation. Some popular equity funds offered by Delaware Investments Mutual Funds include Large Cap Value Fund, Small Cap Growth Fund, and International Fund.

Fixed Income Funds

These funds invest in bonds and other fixed-income securities and aim to provide a regular income stream. Some popular fixed income funds offered by Delaware Investments Mutual Funds include High Yield Fund, Municipal Bond Fund, and Core Bond Fund.

Multi-Asset Funds

These funds invest in a mix of stocks, bonds, and other asset classes to provide a diversified portfolio. Some popular multi-asset funds offered by Delaware Investments Mutual Funds include Balanced Fund, Global Allocation Fund, and Absolute Return Fund.

Performance

When it comes to mutual funds, past performance is not a guarantee of future results. However, it can give you an idea of how the fund has performed in different market conditions. Delaware Investments Mutual Funds has a strong track record of delivering consistent returns to its investors. According to Morningstar, a leading investment research firm, many of their funds have outperformed their peers over the long term.

Fees

Like all mutual funds, Delaware Investments Mutual Funds charges fees for managing your money. These fees can include: – Expense Ratio: This is the annual fee charged by the fund to cover its operating expenses. – Sales Load: Some funds charge a fee when you buy or sell shares, known as a front-end or back-end load. – 12b-1 Fee: This is an annual fee charged by some funds to cover marketing and distribution expenses. Delaware Investments Mutual Funds’ fees are competitive compared to other mutual fund providers. However, it’s important to understand the fees associated with each fund before investing.

Pros and Cons

Like any investment, Delaware Investments Mutual Funds have their pros and cons. Here are some of the key advantages and disadvantages of investing in Delaware Investments Mutual Funds:

Pros

– Diversification: Investing in mutual funds allows you to diversify your portfolio across different asset classes and sectors. – Professional Management: Delaware Investments Mutual Funds are managed by experienced investment professionals who have access to research and analysis. – Convenience: Investing in mutual funds is easy and can be done online or through a financial advisor.

Cons

– Fees: Mutual funds charge fees, which can eat into your returns over time. – Market Risk: Mutual funds are subject to market risk, which means that the value of your investment can go up or down based on market conditions. – Lack of Control: When you invest in a mutual fund, you are entrusting your money to a fund manager who makes investment decisions on your behalf.

Conclusion

Delaware Investments Mutual Funds is a well-respected mutual fund provider that offers a range of investment products to meet the needs of different investors. While there are pros and cons to investing in mutual funds, they can be a good option for those looking to diversify their portfolio and grow their wealth over the long term.

People Also Ask

What is Delaware Investments Mutual Funds?

Delaware Investments Mutual Funds is a subsidiary of Macquarie Asset Management that offers a range of mutual funds for individual and institutional investors.

What types of funds does Delaware Investments Mutual Funds offer?

Delaware Investments Mutual Funds offers a range of funds, including equity funds, fixed income funds, and multi-asset funds.

What are the fees associated with Delaware Investments Mutual Funds?

Delaware Investments Mutual Funds charges fees for managing your money, including expense ratios, sales loads, and 12b-1 fees.

How has Delaware Investments Mutual Funds performed in the past?

Delaware Investments Mutual Funds has a strong track record of delivering consistent returns to its investors, according to Morningstar. However, past performance is not a guarantee of future results.