IASTX – Nomura Asset Strategy Fund Cl R6 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. Delaware Management Company (Manager), the fund’s investment manager, primarily invests a portion of the fund’s assets in global equity securities that the Manager believes can outperform the fund’s benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses (the Equity portion).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WASYX	Nomura Asset Strategy Fund Class Y	Institutional	Open			Dec 29, 1995	$72.84M	1.120%	High	$0	−$8.53M
IVAEX	Nomura Asset Strategy Fund Class I	Institutional	Open			Apr 2, 2007	$400.37M	0.870%	Above Average	$0	$15.13M
WASAX	Nomura Asset Strategy Fund Class A	Front Load	Open			Jul 10, 2000	$1.22B	1.120%	Above Average	$1,000	−$137.39M
WASCX	Nomura Asset Strategy Fund Class C	Level Load	Open			Apr 20, 1995	$27.86M	1.870%	Above Average	$1,000	−$5.59M
IASTX	Nomura Asset Strategy Fund Class R6	Retirement, Large	Open			Jul 31, 2014	$18.58M	0.770%	Above Average	$0	−$75,651.25
IASRX	Nomura Asset Strategy Fund Class R	Retirement, Medium	Open			Jul 31, 2008	$17.96M	1.370%	High	$0	−$4.84M

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