The keys to understanding the Delaware Fund Series

By Deshawn Peterson

When it comes to investing, understanding the various investment vehicles available is crucial.

One such vehicle is the Delaware Fund Series, a popular investment option that offers flexibility and diversification. In this article, we will explore what the Delaware Fund Series is, how it works, and why it’s considered an option for gaining access to alternative asset classes.

What is the Delaware Fund Series?

The Delaware Fund Series is a family of mutual funds. Each fund in the series is designed to meet specific investment objectives and goals per the investors desired outcomes. This range of funds covers various asset classes, such as equities, fixed income, real estate, hedge funds and more.

How does the Delaware Fund Series work?

The Delaware Fund Series operates on the principle of pooling money from multiple investors to create a diversified portfolio managed by professional fund managers. When you invest in a Delaware Fund, you purchase shares or units of a specific fund within the series. The fund's assets are then invested across a wide range of securities, including stocks, bonds, and other asset classes.

Investors can choose from a variety of fund options within the series, each with its own investment strategy and risk profile. For example, there may be funds focused on large-cap stocks, high-yield bonds, or international equities. This allows investors to align their investments with their financial goals, risk tolerance, and time horizon.

Benefits of the Delaware Fund Series:

1. Diversification: The Delaware Fund Series provides access to a wide range of asset classes and investment styles, enabling investors to achieve diversification within a single investment.

2. Professional Management: Experienced fund managers oversee the Delaware Fund Series, conducting research, making investment decisions, and managing the portfolio on behalf of investors.

3. Flexibility: The series offers a variety of fund options, allowing investors to tailor their portfolios to suit their investment objectives, risk tolerance, and time horizon.

4. Liquidity: Most funds in the series allow investors to buy or sell shares on any business day, providing liquidity and easy access to their investments.

5. Transparency: The Delaware Fund Series provides regular reports and disclosures, allowing investors to stay informed about the fund's holdings, performance, and expenses.

Example

The XYZ Delaware Large Cap Value Fund. This fund aims to provide long-term capital appreciation by investing primarily in large-cap value stocks. The fund's portfolio managers employ a top-down approach to identify undervalued companies with the potential for growth.

Investors in the XYZ Delaware Large Cap Value Fund can benefit from exposure to well-established companies with attractive valuations. By investing in this fund, individuals seeking long-term growth and value-oriented investment opportunities can align their portfolio with their investment objectives.

Conclusion

The Delaware Fund Series offers investors a wide range of investment options across various asset classes and investment styles. With diversification, professional management, flexibility, liquidity, and transparency, these funds provide a robust investment solution for individuals with different financial goals and risk tolerance levels.

Whether you're a novice investor or a seasoned professional, understanding the Delaware Fund Series can help you make informed investment decisions and pave the way for a successful financial future. Remember, it's always essential to carefully consider your investment objectives and consult with a financial advisor before making any investment decisions.

About the Author
Deshawn Peterson joined FPA in 2022 and is a part of the NexGen national leadership PR committee.
Deshawn’s professional life has taken him around the world, gaining a global perspective on capital markets and client needs. In his most recent role, he was based in Shanghai, China where he was a wealth manager advising global high-net-worth individuals across eastern Asia.
Deshawn lives in Philadelphia, is a fitness enthusiast and speaks Mandarin. He enjoys outdoor activities and participating in distance obstacle course races, such as Spartan Races. Deshawn appreciates reading and maintains a personal goal of reading one book a month. He is a native of Detroit and received his bachelor’s degree from Western Michigan University.

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