Delaware Investments Company Overview

Delaware Investments is a global investment management company that offers a wide range of investment products and services to individual and institutional clients.

The company was founded in 1929 and has since grown to become one of the largest investment managers in the world.

Delaware Investments is a subsidiary of Macquarie Group, a global financial services company.

The company's headquarters is located in Philadelphia, Pennsylvania, and it has offices in over 20 countries around the world.

Delaware Investments mutual funds seem to be a good option for investors right now. They offer diversification without the high commission charges associated with stock purchases.

The three Delaware Investments mutual funds we've selected have a Zacks Mutual Fund Rank of #1 or #2, indicating strong or buy potential. These funds have positive three-year and five-year annualized returns, with minimum initial investments of $5000 or less.

Bradley M. Klapmeyer has been the lead manager of the Delaware Ivy Large Cap Growth Fund since July 2016. The fund's holdings include companies like Microsoft, Apple, and Amazon.

The Delaware Ivy Large Cap Growth Fund has returned 8.1% over the past three years and 15.4% over the past five years. Its annual expense ratio is 0.61%.

Investing in the Delaware Floating Rate Fund can provide a relatively stable return, with a 5.2% return over the past three years and 4.8% over the past five years. The fund's annual expense ratio is 0.94%.

John P. McCarthy has been the lead manager of the Delaware Floating Rate Fund since January 2017. The fund's holdings include Misc Bonds, Cash, and UKG 2nd Lien.

The Delaware Ivy Asset Strategy Fund invests in global equity securities expected to outperform the MSCI ACWI Index. The fund has returned 4.5% over the past three years and 8.2% over the past five years.

Aaron D. Young has been the lead manager of the Delaware Ivy Asset Strategy Fund since November 2021. The fund's holdings include companies like Microsoft, Amazon, and Apple.

Macquarie Group's Delaware Investments rebranded as Macquarie Investment Management in 2017. This change reflects the firm's integrated global capabilities.

The rebranding decision was made to better align the firm's name with its global presence. The Delaware name was retained for US retail funds and separately managed accounts due to strong name recognition among retail investors in the United States.

Macquarie Group's Delaware Investments was founded in 1929, making it one of the oldest asset management firms in the United States. The firm introduced its first mutual fund in 1938.

The rebranding aims to make it easier for clients to access the strength of the entire investment platform. This change does not affect the firm's commitment to investment excellence, multiboutique structure, active management, or successful client outcomes.

The firm has US$256.9 billion in assets under management worldwide as of Dec. 31, 2016. It employs more than 500 people in the Americas.

Macquarie Investment Management offers a suite of investments across equities, fixed income, and listed alternatives.