Delaware Investments introduces new retirement share class (R6) for eight mutual funds
04 Maio 2016 - 3:36PM
Business Wire
In response to client demand, Macquarie Group’s Delaware
Investments today announced the availability of new retirement
share classes (R6 shares) for eight of its mutual funds. The new
Class R6 shares round out Delaware’s current retirement plan
offering by providing plan sponsors with a lower-cost option with
greater fee transparency for certain employer-sponsored retirement
plans.
The Class R6 shares are available in the following Funds:
- Delaware Diversified Income Fund
(DPZRX)
- Delaware Emerging Markets Fund
(DEMZX)
- Delaware Extended Duration Bond Fund
(DEZRX)
- Delaware Small Cap Core Fund
(DCZRX)
- Delaware Small Cap Value Fund
(DVZRX)
- Delaware Smid Cap Growth Fund
(DFZRX)
- Delaware U.S. Growth Fund (DUZRX)
- Delaware Value® Fund (DDZRX)
The R6 shares are offered at net asset value with no class sales
charges or 12b-1 fees, and do not pay any form of shareholder
servicing or sub-accounting fees to third-party financial
intermediaries.
"We understand the many issues facing plan sponsors and their
underlying plan participants. To address the need for fee
transparency, we are pleased to add these share classes to some of
our most popular mutual funds in retirement plans," said Jamie Fox,
head of defined contribution investment-only distribution. “We
may add more R6 shares to our lineup as our clients and the market
demands.”
About Delaware Investments
Delaware Investments, a member of Macquarie Group, is a global
asset management firm that offers a wide variety of equity and
fixed income solutions for individual and institutional investors.
Through teams of disciplined and talented investment professionals,
the firm is committed to delivering long-term, consistent
performance. In an ever-changing global marketplace, Delaware
Investments, with US$169.3 billion in assets under management as of
March 31, 2016, has helped its clients move steadily forward for
more than 85 years. Delaware Investments is supported by the
resources of Macquarie Group (ASX: MQG; ADR: MQBKY), a global
provider of asset management, investment, banking, financial, and
advisory services with US$354 billion in assets under management as
of Sept. 30, 2015.
Delaware Investments refers to Delaware Management Holdings,
Inc. and its subsidiaries, including the Delaware Investments®
Family of Funds' distributor, Delaware Distributors, L.P.
Macquarie Group refers to Macquarie Group Limited and its
subsidiaries and affiliates worldwide.
Neither Delaware Investments nor its affiliates noted in this
document are authorized deposit-taking institutions for the
purposes of the Banking Act 1959 (Commonwealth of Australia). The
obligations of these entities do not represent deposits or other
liabilities of Macquarie Bank Limited (MBL). MBL does not guarantee
or otherwise provide assurance in respect of the obligations of
these entities, unless noted otherwise.
Investing involves risk, including the possible loss of
principal.
Carefully consider the Fund’s investment objectives, risk
factors, charges, and expenses before investing. This and other
information can be found in the Fund’s prospectus and its summary
prospectus, which may be obtained by visiting
delawareinvestments.com/literature or calling 800
523-1918. Investors should read the prospectus and the summary
prospectus carefully before investing.
Class R6 shares are available only to certain investors. See the
applicable prospectus for more information.
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version on businesswire.com: http://www.businesswire.com/news/home/20160504006567/en/
Delaware InvestmentsDaniela Palmieri,
215-255-8878daniela.palmieri@delinvest.com
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