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DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS

CIK: 0000357059 Equity
Report date: 2026-05-28
AUM $623M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-28

Holdings

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

45 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 MRK Merck & Co., Inc Since 2026-07-07 58933YBW4 Debt
0.11%
$0.68 680,000
2 JPM JPMorgan Chase & Co. Since 2026-07-07 46647PEV4 Debt
0.16%
$0.97 955,000
3 MS Morgan Stanley Since 2026-07-07 61747YFH3 Debt
0.08%
$0.51 488,000
4 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556CK6 Debt
0.09%
$0.57 605,000
5 AMZN Amazon.com, Inc. Since 2026-07-07 023135DD5 Debt
0.45%
$2.81 2,830,000
6 ACHC Acadia Healthcare Company, Inc. Since 2026-07-07 00404AAQ2 Debt
0.22%
$1.35 1,315,000
7 CRM Salesforce Inc. Since 2026-07-07 79466LAS3 Debt
0.23%
$1.43 1,435,000
8 JPM JPMorgan Chase & Co. Since 2026-07-07 46647PCF1 Debt
0.15%
$0.95 955,000
9 UBS UBS Group AG Since 2026-07-07 902613BN7 Debt
0.12%
$0.77 780,000
10 T AT&T Inc Since 2026-07-07 00206RNF5 Debt
0.72%
$4.46 4,500,000
11 ENB Enbridge Inc. Since 2026-07-07 29250NCJ2 Debt
0.11%
$0.71 700,000
12 TEX Terex Corporation Since 2026-07-07 880779BB8 Debt
0.25%
$1.56 1,545,000
13 JPM JPMorgan Chase & Co. Since 2026-07-07 46647PCP9 Debt
0.23%
$1.43 1,445,000
14 CZR Caesars Entertainment Inc. Since 2026-07-07 12769GAB6 Debt
0.04%
$0.25 246,000
15 NRG NRG Energy, Inc. Since 2026-07-07 629377DA7 Debt
0.21%
$1.34 1,350,000
16 ENR Energizer Holdings Inc Since 2026-07-07 29272WAC3 Debt
0.26%
$1.60 1,620,000
17 HRI Herc Holdings Inc Since 2026-07-07 42704LAF1 Debt
0.25%
$1.56 1,520,000
18 COP ConocoPhillips Since 2026-07-07 20825CAY0 Debt
0.12%
$0.78 777,000
19 IHS Ihs Holding Limited Since 2026-07-07 44963HAB1 Debt
0.03%
$0.20 200,000
20 UBS UBS Group AG Since 2026-07-07 225401BH0 Debt
0.12%
$0.75 755,000
21 MRK Merck & Co., Inc Since 2026-07-07 58933YBX2 Debt
0.29%
$1.79 1,815,000
22 BKH Black Hills Corporation Since 2026-07-07 092113AY5 Debt
0.13%
$0.83 840,000
23 VST Vistra Corp Since 2026-07-07 92840MAC6 Debt
0.21%
$1.33 1,330,000
24 GEV GE Vernova Inc. Since 2026-07-07 36828AAA9 Debt
0.93%
$5.82 5,885,000
25 CLF Cleveland-Cliffs Inc Since 2026-07-07 185899AP6 Debt
0.24%
$1.51 1,555,000
26 STWD Starwood Property Trust, Inc. Since 2026-07-07 85571BBF1 Debt
0.25%
$1.56 1,580,000
27 JPM JPMorgan Chase & Co. Since 2026-07-07 46647PEE2 Debt
0.21%
$1.33 1,315,000
28 ABT Abbott Laboratories Since 2026-07-07 002824BS8 Debt
1.07%
$6.69 6,800,000
29 C Citigroup Inc. Since 2026-07-07 172967QF1 Debt
0.26%
$1.62 1,635,000
30 PFE Pfizer Inc. Since 2026-07-07 717081FD0 Debt
0.10%
$0.61 615,000
31 TD THE TORONTO-DOMINION BANK Since 2026-07-07 DFE
0.02%
$0.15 1
32 USB U.S. Bancorp. Since 2026-07-07 91159HJP6 Debt
0.22%
$1.35 1,330,000
33 BMO Bank of Montreal Since 2026-07-07 06368ME67 Debt
0.17%
$1.05 1,065,000
34 ENB Enbridge Inc. Since 2026-07-07 29250NCA1 Debt
0.13%
$0.80 795,000
35 MS Morgan Stanley Since 2026-07-07 61748UAS1 Debt
0.23%
$1.41 1,435,000
36 ACHC Acadia Healthcare Company, Inc. Since 2026-07-07 00404AAN9 Debt
0.26%
$1.61 1,620,000
37 MTW The Manitowoc Company, Inc. Since 2026-07-07 563571AN8 Debt
0.24%
$1.50 1,435,000
38 BAM Brookfield Asset Management Ltd Since 2026-07-07 113004AB1 Debt
0.24%
$1.49 1,505,000
39 GOOG Alphabet Inc. Since 2026-07-07 02079KBJ5 Debt
0.26%
$1.64 1,650,000
40 CSTM Constellium SE Since 2026-07-07 21039CAD6 Debt
0.24%
$1.52 1,505,000
41 APO Apollo Global Management Inc Since 2026-07-07 03769MAF3 Debt
0.12%
$0.76 770,000
42 BPOP Popular, Inc. Since 2026-07-07 733174AL0 Debt
0.11%
$0.68 655,000
43 MGM MGM Resorts International Since 2026-07-07 552953CK5 Debt
0.25%
$1.54 1,535,000
44 UAL United Airlines Holdings Inc Since 2026-07-07 910047AM1 Debt
0.24%
$1.47 1,500,000
45 BBWI Bath & Body Works Inc Since 2026-07-07 501797AW4 Debt
0.25%
$1.55 1,540,000
Frequently Asked Questions — DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS
What type of mutual fund is DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS?
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS is a SEC-registered Equity fund, with $623M 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 LIMITED-TERM GOVERNMENT FUNDS holds 45 portfolio positions, all detailed in the holdings table on this page.
What are DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS's assets under management (AUM)?
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS has $623M 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 LIMITED-TERM GOVERNMENT FUNDS's top holdings?
According to DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Merck & Co., Inc, JPMorgan Chase & Co., Morgan Stanley , among others. The complete list of all 45 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 LIMITED-TERM GOVERNMENT FUNDS's expense ratio?
Expense ratio data for DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS 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 LIMITED-TERM GOVERNMENT FUNDS's SEC filings?
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS 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 0000357059. You can access all of DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000357059). 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 LIMITED-TERM GOVERNMENT FUNDS's holdings data on StockSifting?
Holdings data for DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS 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.