| 9.71 Net Asset Value | -0.10% 1 Day | -5.54% Year-to-Date | Overall Morningstar Rating |
| Inflation-protected bond Style or Category | No Load Sales Expenses | 1.69% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -3.77% | 3 years | +3.70% | |
| 3 months | -3.67% | 5 years | +3.43% | |
| 1 year | -4.68% | Since inception | +4.76% |
| DIPCX | Category | |
|---|---|---|
| Performance 5-yr return | +3.43% | +4.91% |
| Expense ratio | 1.69% | 0.82% |
| Risk 5 year sharpe ratio | 0.72 | 0.75 |
| Net assets | $356.7M | $2.2B |
| Average market cap | -- | $27.7B |
| Average P/E | -- | 14.0 |
| Portfolio turnover | 225% | 225% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Delaware Investments |
| Fund manager & tenure | Roger Early / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- US Treasury Note | 46.60% |
| -- US Treasury Bond | 18.73% |
| -- Us Long Bond (Cbt) Jun13 | 17.65% |
| -- US Treasury Note | 8.48% |
| -- Fannie Mae Single Family TBA 2.5% 2028-04-01 | 4.82% |
| -- Australia(Cmnwlth) 4% | 3.16% |
| -- Fannie Mae Single Family TBA 3% 2028-04-01 | 3.06% |
| -- Korea(Republic Of) 2.75% | 2.15% |
| -- Fannie Mae Single Family TBA 3% 2043-04-01 | 2.02% |
| -- Brazil(Fed Rep Of) 6% | 1.75% |
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