Delaware Limited Duration Bond Fund
Delaware Group Equity Funds IV
Expense ratio
Net assets1
$147.04M
Holdings1
168
Category
Taxable Bond
Return

Top holdings

As of June 30, 2021 · N-PORT
SecurityTickerValue% of fund
US TREASURY N/B $15.40M 10.47%
U.S. Treasury Notes/Bonds $6.83M 4.65%
GOLDMAN SACHS GROUP SR UNSEC 5.75% 01-24-22 $4.12M 2.80%
DNB BOLIGKREDITT $3.82M 2.60%
JPMORGAN CHASE $3.68M 2.50%
FNMA POOL FM4386 FN 07/47 FIXED VAR $3.58M 2.43%
AVOLON HOLDINGS FUNDING LTD 3.95% 07/01/2024 144A AVOL $3.51M 2.38%
FOX CORP $3.23M 2.20%
Freddie Mac Multifamily Structured Pass Through Certificates $2.89M 1.97%
ROPER TECHNOLOGI $2.15M 1.46%
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Allocation by sector

As of June 30, 2021 · N-PORT
View portfolio breakdown →

Portfolio moves

Mar 31, 2021 → Jun 30, 2021
Opened
22
Exited
39
Increased
1
Decreased
27
Unchanged
118

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of June 30, 2021, from the fund's N-PORT filing.

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