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Delaware Tax-free Usa Fund Institutional Class (0P0000IMVJ)
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27/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 553.34M
Delaware Tax-Free USA Fund Institutional Class
10.540
0.000
0%
- Overview
- Profile
- Historical Data
- Holdings
0P0000IMVJ Overview
On this page you'll find an in-depth profile of Delaware Tax-free Usa Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000IMVJ among other information.
Investment Strategy
The investment seeks as high a level of current interest income exempt from federal income tax as is available from municipal obligations and as is consistent with prudent investment management and preservation of capital. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities the income from which is exempt from federal income tax, including the federal alternative minimum tax. It will invest primarily in municipal debt obligations that are issued by state and local governments to raise funds for various public purposes such as hospitals, schools, and general capital expenses.
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| William Roach | Portfolio Manager | 2023 | Now |
| Biography | Bill is a Co-Portfolio Manager for the firm’s municipal bond funds and client accounts, a role he assumed in May 2023. He was also a Senior Trader for the Municipal Bond Team within Macquarie Asset Management Fixed Income (MFI), a position he held from March 2019 until October 2023. Prior to joining the Municipal Bond Team in April 2015, Bill spent three years as an Internal Sales Consultant for the firm’s Client Solutions Group, where he managed relationships across the country and across asset classes. Before joining Macquarie, he worked at Merrill Lynch as an Investment Consultant and Analyst and at Creative Financial Group as a financial advisor. He earned a Bachelor of Science with dual concentrations in business administration and political science from Albright College and a Master of Business Administration with a concentration in finance from Villanova University. He holds the Chartered Financial Analyst® and Chartered Market Technician® designations. | ||
| Gregory A. Gizzi | Managing Director | 2012 | Now |
| Biography | Gregory A. Gizzi is head of municipal bonds for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for MFI's taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm's municipal bond funds and several client accounts, a role he held since November 2011. Before joining Macquarie Asset Management (MAM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm's tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor's degree in economics from Harvard University. | ||
| Stephen J. Czepiel | Managing Director | 2007 | Now |
| Biography | Stephen J. Czepiel Managing Director, Head of Municipal Bonds Portfolio Management, Senior Portfolio Manager Stephen J. Czepiel leads the portfolio management of the firm's municipal bonds strategies for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. He is a co-portfolio manager of the firm's municipal bond funds and client accounts, a role he has held since August 2007. He joined Macquarie Asset Management (MAM) in July 2004 as a senior bond trader. Previously, he was vice president at both Mesirow Financial and Loop Capital Markets. He began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in the municipal securities industry. Czepiel earned his bachelor's degree in finance and economics from Duquesne University. | ||
| Jake van Roden | Senior Vice President | 2019 | 2023 |
| Biography | Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College. | ||
| Joseph R. Baxter | Senior Vice President | 2003 | 2019 |
| Biography | Mr. Baxter is the head of DIFA’s municipal bond department and is responsible for setting the department’s investment strategy. He is also a co-portfolio manager of DMBT’s municipal bond funds and several client accounts. Before joining Delaware Investments in 1999 as head municipal bond trader, he held investment positions with First Union, most recently as a municipal portfolio manager with the Evergreen Funds. Mr. Baxter received a bachelor’s degree in finance and marketing from La Salle University. | ||
| Robert F. Collins | Director | 2004 | 2009 |
| Biography | Robert F. Collins, CFA, Director of Municipal Fixed Income, leads the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he oversees credit analysis on municipal fixed income securities and portfolio management of tax-exempt municipal fixed income portfolios for Wilmington Trust’s high-net-worth clients. In addition, Rob is the portfolio manager. Rob first worked at Wilmington Trust from 1982 to 1999, during which time he held several positions of increasing responsibility. He began as a credit analyst and bond trader and progressed to become a tax-exempt fixed income portfolio manager and leader of the tax-exempt fixed income group. Rob also managed cash portfolios and assisted with the expansion of Wealth Advisory Services to support clients in California, Florida, and New York. Rob then worked for five years as a senior vice president at PNC Financial Corp., in Philadelphia, where he started and co-managed the investment group dedicated to managing municipal bond portfolios for high-net-worth clients. He was also a senior vice president at Delaware Investments in Philadelphia for five years. There, he was a senior portfolio manager of tax-exempt municipal bonds in mutual funds and institutional accounts. These portfolios included national and state-specific mandates, intermediate- and long-term funds, and high-yield funds. Rob holds a bachelor’s degree in Economics from Ursinus College in Collegeville, Pennsylvania. | ||
| Patrick P. Coyne | Executive Vice President, Managing Director, Head | 1994 | 2005 |
| Biography | Coyne is the executive vice president, managing director and head of equity investments with Delaware Management Company. He began his career with Kidder, Peabody & Co., where he managed the firm's trading desk for four years. In 1989 he joined Delaware Investments, where he now heads up the equity investment department while co-managing mutual funds and nuclear decommissioning accounts. Coyne is a member of the Municipal Bond Club of Philadelphia. | ||
| M. L. Conery | Senior Portfolio Manager | 1997 | 2004 |
| Biography | M.L. Conery, who has 21 years of investment experience earned a bachelor's degree from Boston University and an MBA in Finance from the State University of New York at Albany, serves as Senior Portfolio Manager - Fixed Income. | ||
| J. Michael Pokorny | corporate-bond Specialist | 1984 | 1994 |
| Biography | Prior to joining Delaware Management Company in 1978, Pokorny spent three years as a corporate-bond specialist with Kidder, Peabody & Company. Previously, he also spent four years in the corporate-bond division of Salomon Brothers and six years in the institutional-sales division of White, Weld & Company. Pokorny is a member of the Bond Club of Philadelphia and the Philadelphia Securities Association. He serves on the board of the Montgomery County Community College Foundation. | ||
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