DC Advisors

Through its Defined Contribution Investment‑Only (DCIO) group, Macquarie Investment Management maintains selling and service agreements with more than 70 leading third‑party retirement platforms, including retirement plan recordkeepers, clearing and trading platforms, and administrators.

Macquarie Investment Management manages more than 25 equity and fixed income mutual funds across all asset classes, as well as collective trusts, available to retirement plan sponsors and participants. Qualified retirement plans that offer Macquarie Investment Management mutual funds may qualify for Class R6, Class A, Institutional Class, or Class R shares at net asset value (NAV).

Trail commission schedule by share class:

Share class 12b-1 Shareholder servicing
fees paid to intermediaries
Commission schedule
Class R6 No No Do not pay commission.
Collective Investment Trusts No No Do not pay commission.
Institutional Class No Yes Do not pay commission.
Class A Yes Yes Trail commissions begin immediately:
  • 0.25%
  • 0.15% for Delaware Limited-Term Diversified Income Fund.
Class R Yes Yes Trail commissions begin immediately:
  • 0.50% for all funds.

View a full list of our mutual funds.

Visit our insights.

Carefully consider the Funds' investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Funds' prospectuses and their summary prospectuses, which may be obtained by visiting delawarefunds.com/literature or calling 800 266-3816. Investors should read the prospectuses and the summary prospectuses carefully before investing.

Investing involves risk, including the possible loss of principal.

The Funds are distributed by Delaware Distributors, L.P., an affiliate of Macquarie Investment Management Business Trust (MIMBT), Macquarie Management Holdings, Inc., and Macquarie Group Limited. Macquarie Investment Management (MIM), a member of Macquarie Group, refers to the companies comprising the asset management division of Macquarie Group Limited and its subsidiaries and affiliates worldwide.

Not FDIC Insured | No Bank Guarantee | May Lose Value

Sales contacts

Jamie Fox

Jamie Fox 

Senior Vice President
Head of Financial Institutions Group — Macquarie Investment Management, Americas
Phone: 215 255-1330
E-mail: jamie.fox@macquarie.com

Kurt Phares

Kurt Phares 

Vice President
DCIO Sales
Phone: 949 466-7066
E-mail: kurt.phares@macquarie.com

Charlie Mylonas

K. Charlie Mylonas, CIMA®

Vice President
DCIO Sales
Phone: 215 255-1609
E-mail: charlie.mylonas@macquarie.com

Client service contacts

Karen Cestari

Karen Cestari, CMFC®

Assistant Vice President
Client Services
Investment-Only and DCIO Platforms
Phone: 215 255-1483
E-mail: karen.cestari@macquarie.com

Dustin Minarik

Dustin Minarik, CFA

Assistant Vice President
Client Services
Investment-Only and DCIO Platforms
Phone: 215 255 2377
E-mail: dustin.minarik@macquarie.com