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April 25, 2015 9:18 PM ET

Capital Markets

Company Overview of Delaware Group Tax-Free Fund - Delaware Tax-Free USA Fund

Company Overview

Delaware Group Tax-Free Fund - Delaware Tax-Free USA Fund is an open-ended fixed income mutual fund launched by Delaware Management Holdings, Inc. It is managed by Delaware Management Business Trust. The fund invests in the fixed income markets of the United States. It primarily invests in the tax-exempt municipal debt obligations issued by the state and local governments to raise funds for public purposes such as hospitals, schools, etc with a dollar-weighted average effective maturity of between 5 and 30 years. The fund invests in the investment grade securities rated as BBB- and above by S&P. It employs fundamental analysis by focusing on factors such as economic and market conditions to ...

2005 Market Street

One Commerce Square

Philadelphia, PA 19103-7094

United States

Founded in 1984

Key Executives for Delaware Group Tax-Free Fund - Delaware Tax-Free USA Fund

Chairman, Chief Executive Officer and President
Age: 51
Chief Legal Officer, Senior vice President, General Counsel and Trustee
Age: 48
Chief Compliance Officer and Senior Vice President
Managing Director of Fixed Income, Executive Vice President and Trustee
Chief Investment Officer of Small-Cap Value and Mid-Cap Value Equity and Senior Portfolio Manager
Compensation as of Fiscal Year 2014.

Delaware Group Tax-Free Fund - Delaware Tax-Free USA Fund Key Developments

Delaware Group Tax-Free Fund - Delaware Tax-Free USA Fund, Special/Extraordinary Shareholders Meeting, Mar 31, 2015

Delaware Group Tax-Free Fund - Delaware Tax-Free USA 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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