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Macquarie Pooled Large Cap Value (DPDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.52-0.10 (-0.54%)
At close: 09:00PM EDT

Macquarie Pooled Large Cap Value

Delaware Pooled Trust Inc

One Commerce Square,2005 Market Street

Philadelphia, PA 19103

800-231-8002
Management information
Nikhil G. Lalvani,Lead manager since 1 October 2006
Nikhil G. Lalvani, CFA Vice President, Senior Portfolio Manager, Team Leader — Large-Cap Value Equity Nikhil G. Lalvani is a senior portfolio manager for the firm’s Large-Cap Value team and assumed the role of Team Leader in October 2018. At Macquarie Investment Management (MIM) Lalvani has worked as both a fundamental and quantitative analyst. Prior to joining the firm in 1997 as an account analyst, he was a research associate with Bloomberg. Lalvani holds a bachelor’s degree in finance from The Pennsylvania State University. He is a member of the CFA Institute and the CFA Society of Philadelphia.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Value
Fund familyMacquarie Investment Management
Net assets44.64M
YTD return12.65%
Yield1.75%
Morningstar rating★★★
Inception date2 Feb 1992

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover24.00%
Average for categoryN/A

Fees and expenses

ExpenseDPDEXCategory average
Annual report expense ratio (net)0.70%0.94%
Prospectus net expense ratio0.70%N/A
Prospectus gross expense ratio0.84%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection254N/A
5-yr expense projection452N/A
10-yr expense projection1,024N/A