Lipper Fund Awards 2013
In the bottom-line world of global investing, there’s doing well and then there’s doing well again.
Winning this award is a product of focused expertise across multiple asset classes, grounded in fundamental research and insightful market research.
The vast majority of our funds are in the top half of their respective Lipper peer groups, including:
95% for 5-year performance*
94% for 10-year performance*
*Lipper rankings reflect a fund’s class A shares historical total return performance, excluding sales charges as applicable, relative to peers as of Nov. 30, 2012 (36 out of 38 Delaware Investments Funds for the 5-year period, and 33 out of 35 funds for the 10-year period). The ratings are subject to change every month and are based on equal-rated average of percentile ranks for the total return metrics over the 5- and 10-year periods. Lipper does not guarantee the accuracy of this information.
Our culture of consistency
When it comes to the Lipper Fund Awards, success is measured only in results. Discover how Delaware Investments helps clients move forward by leveraging a wealth of global perspectives and independent thinking.
Our Lipper Award–winning Funds:
Lipper classification: Corporate Debt BBB-Rated Funds
- 1st of 134 funds (3-year period)
- 1st of 116 funds (5-year period)
- 1st of 80 funds (10-year period)
Lipper classification: California Municipal Debt Funds
- 18th of 110 funds (3-year period)
- 5th of 104 funds (5-year period)
- 1st of 87 funds (10-year period)
Lipper classification: Large-Cap Value Funds
- 1st of 402 funds (3-year period)
- 17th of 346 funds (5-year period)
- 91st of 222 funds (10-year period)
Lipper classification: Other States Intermediate Municipal Debt Funds
- 19th of 106 funds (3-year period)
- 28th of 105 funds (5-year period)
- 1st of 91 funds (10-year period)
Lipper classification: Mid-Cap Growth Funds
- 8th of 343 funds (3-year period)
- 1st of 312 funds (5-year period)
- 10-year rankings not available
Lipper classification: New York Municipal Debt Funds
- 16th of 87 funds (3-year period)
- 2nd of 79 funds (5-year period)
- 1st of 75 funds (10-year period)
Take a closer look at all 43 Delaware Investments mutual funds.
- Best Overall Small Fund Group 2013
- Best Overall Small Fund Group 2011
To qualify for the Lipper Overall Small Fund Group award, fund groups must have at least three equity, three bond, and three mixed asset funds. Small companies are defined as fund groups with less than $43.5 billion in assets under management as of Oct. 31, 2012.
Delaware Investments ranked #1 out of 26 eligible companies in the overall small company group (of 180 companies in the Small Firm category). The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the 3-year period. In cases of identical results the lower average percentile rank will determine the winner. Consistent Return measure does not reflect sales charges. All rankings are for the 3-year period ended Nov. 30, 2012.
Lipper Fund Awards are granted annually to the funds in each Lipper classification that achieve the highest score using the Lipper Leader for Consistent Return methodology, a measure of a fund’s historic risk adjusted returns excluding sales charges, relative to peers. Ratings for Consistent Return are computed for all Lipper classifications with five or more distinct portfolios. The ratings are subject to change every month and are calculated for the following periods: 3-year, 5-year, 10-year, and overall. The highest 20% of funds in each classification are named Lipper Leaders for Consistent Return. The highest Lipper Leader for Consistent Return within each eligible classification determines the fund classification winner over 3, 5, or 10 years. Lipper, a wholly owned subsidiary of Thomson Reuters, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries, and media organizations. © 2013 Lipper, a subsidiary of Thomson Reuters.
For the 2011 Lipper Awards, Delaware Investments ranked #1 out of 29 eligible companies in the overall small company group (of 172 companies in the Small Firm category). For the 2011 Lipper Awards, small companies were defined as fund families with less than $40 billion in assets under management. Fund groups with at least three equity, three bond, and three mixed-asset funds were eligible for the overall small fund group award. All rankings were for the 3-year period ended Dec. 31, 2010.
Past performance does not guarantee future results. Fee waivers were in place for all or some of the periods listed. Without such waivers, performance would have been lower and Lipper rankings may have been lower. For most recent month-end performance, click here.
Carefully consider the Funds’ investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Funds’ prospectuses and their summary prospectuses, which may be obtained by visiting delawareinvestments.com or calling 800 523-1918. Investors should read the prospectus and the summary prospectus carefully before investing.
Investing involves risk, including the possible loss of principal.
My definition of a long-term investment involves a time horizon of: