September 28, 2016 3:58 AM ET

Capital Markets

Company Overview of Delaware Group Equity Funds V - Delaware Small Cap Value Fund

Company Overview

Delaware Group Equity Funds V - Delaware Small Cap Value Fund is an open ended equity mutual fund launched by Delaware Management Holdings, Inc. The fund is managed by Delaware Management Company. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It seeks to invest in value stocks of small cap companies having market capitalization less than 3.5 times the dollar-weighted, median market capitalization of the Russell 2000 Index. The fund employs fundamental analysis with a focus on factors such as economic and market conditions, free cash flow, financial strength of a company, the nature of its management...

2005 Market Street

One Commerce Square

Philadelphia, PA 19103-7094

United States

Founded in 1987

Key Executives for Delaware Group Equity Funds V - Delaware Small Cap Value Fund

Chief Compliance Officer and Senior Vice President
Senior Vice President of Investment Systems
Senior Vice President of Investment Accounting
Senior Vice President, Senior Portfolio Manager, and Chief Investment Officer of Emerging Markets and Healthcare, Portfolio Manager
Age: 54
Senior Vice President and Director of Municipal Research
Compensation as of Fiscal Year 2016.

Delaware Group Equity Funds V - Delaware Small Cap Value Fund Key Developments

Delaware Group Equity Funds V - Delaware Small Cap Value Fund, Special/Extraordinary Shareholders Meeting, Mar 31, 2015

Delaware Group Equity Funds V - Delaware Small Cap Value Fund, Special/Extraordinary Shareholders Meeting, Mar 31, 2015., at 15:00 US Eastern Standard Time. Location: offices of Stradley Ronon Stevens & Young, LLP. Agenda: To elect a Board of Trustees; to approve the implementation of a new “manager of managers” order; to revise the fundamental investment restriction relating to lending; and to revise provisions of the Agreement and Declaration of Trust related to documenting the transfer of shares.

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