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DELAWARE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(k) PLAN
Investment Model Portfolios

Investment options of DELAWARE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(k) PLAN

Total Available Funds: 16
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth ACRNX Columbia Acorn Z
LARGE BLEND DFGIX Delaware Aggressive Allocation I
MID-CAP VALUE DLMIX Delaware Mid Cap Value I
LARGE GROWTH RGAFX American Fund Growth Fund of America R-5
LARGE BLEND VINIX Vanguard Institutional Index
MID-CAP BLEND VXF Vanguard Extended Market Index Institutional
LARGE VALUE DEDIX Delaware Large Cap Value Trust
Small Growth DSCIX Delaware Small Cap Growth Trust
LARGE GROWTH DPLGX Delaware Large Cap Growth Trust
Others
Conservative Allocation DFIIX Delaware Conservative Allocation I
Moderate Allocation DFFIX Delaware Moderate Allocation I
EQUITY WL Wilmington Trust Money Market Fund W Class
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge & Cox International Stock
Foreign Large Growth HAIGX Harbor International Growth Institutional
Foreign Large Value DPIEX Delaware International Equity Trust
FIXED INCOME
Intermediate-Term Bond DPFFX Delaware Diversified Income Trust

Investment model portfolios

We provide two types of investment model portfolios for DELAWARE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(k) PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.