DELAWARE GROUP EQUITY FUNDS IV

Q: What type of mutual fund is DELAWARE GROUP EQUITY FUNDS IV?

DELAWARE GROUP EQUITY FUNDS IV is a SEC-registered Equity mutual fund with $1.6B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk but historically offer stronger long-term returns compared to fixed income or money market funds. As of its latest SEC N-PORT filing, DELAWARE GROUP EQUITY FUNDS IV holds 28 portfolio positions, all of which are detailed in the holdings table on this page. All data is sourced directly from SEC EDGAR filings and displayed free of charge on StockSifting.

Q: How current is DELAWARE GROUP EQUITY FUNDS IV's holdings data on StockSifting?

Holdings data for DELAWARE GROUP EQUITY FUNDS IV on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The 'Report date' shown at the top of this page indicates when the underlying data was current. For the absolute latest portfolio disclosure before the public release window, refer to SEC EDGAR directly or the fund's official website.

CIK: 0000778108 Equity

Report date: 2026-02-26

AUM $1.6B

Expense Ratio —

Category Equity

State —

Fiscal Year End —

Inception Date —

Manager —

Latest Filing 2026-02-26

About this Fund

DELAWARE GROUP EQUITY FUNDS IV is a renowned mutual fund company that specializes in providing a comprehensive range of investment solutions to cater to the diverse needs of its clients. As a leading player in the asset management industry, the company offers an array of mutual fund products, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their financial objectives. With a strong focus on wealth management, DELAWARE GROUP EQUITY FUNDS IV empowers investors to achieve their long-term financial goals through a systematic investment plan, or SIP, which enables them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investment approach is centered around a thorough research-based methodology, where a team of experienced professionals conducts in-depth analysis of various asset classes, sectors, and market trends to identify potential opportunities for growth. By leveraging their expertise and insights, DELAWARE GROUP EQUITY FUNDS IV strives to deliver consistent and sustainable returns to its investors, making it a trusted partner for those seeking to grow their wealth over time. The company's commitment to transparency, accountability, and customer satisfaction has earned it a reputation as a reliable and trustworthy mutual fund house, with a loyal client base that appreciates its dedication to providing personalized investment solutions tailored to their unique needs and risk profiles. As a result, DELAWARE GROUP EQUITY FUNDS IV has become a preferred choice for investors seeking to navigate the complexities of the financial markets and achieve their investment objectives, whether they are individuals, institutions, or financial advisors. By combining its expertise in asset management with a passion for delivering exceptional client service, DELAWARE GROUP EQUITY FUNDS IV continues to build long-term relationships with its investors, founded on trust, integrity, and a shared commitment to achieving financial success. With its extensive range of mutual fund products and a proven track record of performance, DELAWARE GROUP EQUITY FUNDS IV is well-positioned to meet the evolving needs of its clients, providing them with a robust platform to create, manage, and grow their wealth over time.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

28 positions

#	Security Name	CUSIP	Asset Type	Weight %	Value ($M)	Quantity
1	C Citigroup Inc Since 2026-05-10	172967424	Equity (Common)	4.58%	$72.99	625,486
2	T AT&T Inc Since 2026-05-10	00206R102	Equity (Common)	3.17%	$50.49	2,032,474
3	UAL United Airlines Holdings Inc Since 2026-05-10	910047109	Equity (Common)	0.42%	$6.71	60,000
4	FIX Comfort Systems USA Inc Since 2026-05-10	199908104	Equity (Common)	0.97%	$15.48	16,592
5	CRM Salesforce Inc Since 2026-05-10	79466L302	Equity (Common)	0.60%	$9.52	35,935
6	DAL Delta Air Lines Inc Since 2026-05-10	247361702	Equity (Common)	0.39%	$6.16	88,787
7	BPOP Popular Inc Since 2026-05-10	733174700	Equity (Common)	2.92%	$46.54	373,776
8	MU Micron Technology Inc Since 2026-05-10	595112103	Equity (Common)	4.73%	$75.32	263,914
9	BKNG Booking Holdings Inc Since 2026-05-10	09857L108	Equity (Common)	2.75%	$43.80	8,178
10	MET MetLife Inc Since 2026-05-10	59156R108	Equity (Common)	0.32%	$5.07	64,269
11	MO Altria Group Inc Since 2026-05-10	02209S103	Equity (Common)	1.74%	$27.64	479,408
12	IVZ Invesco Ltd Since 2026-05-10	—	Equity (Common)	3.08%	$49.02	1,866,037
13	JHG Janus Henderson Group PLC Since 2026-05-10	—	Equity (Common)	0.33%	$5.23	110,000
14	DDS Dillard's Inc Since 2026-05-10	254067101	Equity (Common)	1.07%	$17.04	28,102
15	GILD Gilead Sciences Inc Since 2026-05-10	375558103	Equity (Common)	3.61%	$57.53	468,693
16	PFE Pfizer Inc Since 2026-05-10	717081103	Equity (Common)	0.67%	$10.66	428,092
17	CSCO Cisco Systems Inc Since 2026-05-10	17275R102	Equity (Common)	4.59%	$73.08	948,739
18	SYF Synchrony Financial Since 2026-05-10	87165B103	Equity (Common)	0.56%	$8.92	106,885
19	UPS United Parcel Service Inc Since 2026-05-10	911312106	Equity (Common)	2.07%	$32.95	332,214
20	VZ Verizon Communications Inc Since 2026-05-10	92343V104	Equity (Common)	2.12%	$33.72	827,843
21	META Meta Platforms Inc Since 2026-05-10	30303M102	Equity (Common)	2.10%	$33.38	50,571
22	FG F&G Annuities & Life Inc Since 2026-05-10	30190A104	Equity (Common)	0.05%	$0.77	24,807
23	EVR Evercore Inc Since 2026-05-10	29977A105	Equity (Common)	2.69%	$42.77	125,705
24	TT Trane Technologies PLC Since 2026-05-10	—	Equity (Common)	0.67%	$10.61	27,252
25	M Macy's Inc Since 2026-05-10	55616P104	Equity (Common)	0.41%	$6.54	296,811
26	MRK Merck & Co Inc Since 2026-05-10	58933Y105	Equity (Common)	2.69%	$42.81	406,751
27	GOOG Alphabet Inc Since 2026-05-10	02079K305	Equity (Common)	3.04%	$48.48	154,893
28	ACN Accenture PLC Since 2026-05-10	—	Equity (Common)	1.08%	$17.23	64,234

Frequently Asked Questions — DELAWARE GROUP EQUITY FUNDS IV

What type of mutual fund is DELAWARE GROUP EQUITY FUNDS IV?

DELAWARE GROUP EQUITY FUNDS IV is a SEC-registered Equity fund, with $1.6B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, DELAWARE GROUP EQUITY FUNDS IV holds 28 portfolio positions, all detailed in the holdings table on this page.

What are DELAWARE GROUP EQUITY FUNDS IV's assets under management (AUM)?

DELAWARE GROUP EQUITY FUNDS IV has $1.6B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.

What are DELAWARE GROUP EQUITY FUNDS IV's top holdings?

According to DELAWARE GROUP EQUITY FUNDS IV's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Citigroup Inc, AT&T Inc, United Airlines Holdings Inc , among others. The complete list of all 28 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.

What is DELAWARE GROUP EQUITY FUNDS IV's expense ratio?

Expense ratio data for DELAWARE GROUP EQUITY FUNDS IV is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.

Where can I find DELAWARE GROUP EQUITY FUNDS IV's SEC filings?

DELAWARE GROUP EQUITY FUNDS IV is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000778108. You can access all of DELAWARE GROUP EQUITY FUNDS IV's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000778108). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.

How current is DELAWARE GROUP EQUITY FUNDS IV's holdings data on StockSifting?

Holdings data for DELAWARE GROUP EQUITY FUNDS IV on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.