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.

DCIO team

Head of Financial Institutions Group

Jamie Fox

Senior advisory consultants

Alex Schmiesing
Keith Birkhaeuser
John Grieco
Kurt Phares

Advisory consultants

Ryan Perri
Tom Sullivan
Brent Regaldi

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.

Not FDIC Insured | No Bank Guarantee | May Lose Value