OTC Markets OTCPK - Delayed Quote USD
Delaware Group Equity Funds IV - Delaware Covered Call Strategy Fund (FRCCX)
At close: July 23 at 8:00 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pruco Securities, LLC
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Ameritas NTFN
- Thrivent – Advisory Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- ADP Access Open Fund Architecture
- H Beck Inc.
- Securities America Inc.
- Nationwide Retirement Flexible Advantage
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Thrivent – Retail Eligible
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests in a portfolio of equity securities and writes (sells) call options on those securities. Under normal circumstances, the fund writes (sells) call options on at least 80% of the fund's total assets. The fund normally writes (sells) covered call options listed on U.S. exchanges on the equity securities held by the fund to seek to lower the overall volatility of the fund's portfolio, protect the fund from market declines, and generate income.
Fund Overview
| Category | Derivative Income |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 69.69M |
| YTD Return | 4.30% |
| Yield | 0.65% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2016 |
Performance & Risk
| YTD Return | 3.22% |
| 5y Average Return | 6.79% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.63 |
| Morningstar Risk Rating |
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