August 25, 2016 2:48 AM ET

Capital Markets

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

Company Overview

Delaware Group Tax-Free Fund - Delaware Tax-Free USA Intermediate Fund is an open-ended fixed income mutual fund launched by Delaware Management Holdings, Inc. The fund is managed by Delaware Management Business Trust. It invests in the fixed income markets of the United States. The fund 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 3 and 10 years. It invests in the investment grade securities rated as BBB- and above by S&P. The fund focuses on factors such as economic and market conditions to create its po...

2005 Market Street

One Commerce Square

Philadelphia, PA 19103-7094

United States

Founded in 1993

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

Chief Compliance Officer and Senior Vice President
Head of Equity Quantitative Research and Analytics, Senior Vice President, and Portfolio Manager
Chief Investment Officer of Small-Cap Value and Mid-Cap Value Equity and Senior Portfolio Manager
Senior Vice President and Director of Municipal Research
Senior Vice President of Investment Accounting
Compensation as of Fiscal Year 2016.

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

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

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