4 / 5 Stars
5 5 5 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#17 in Conservative Allocation
U.S. News evaluated 200 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.82 percent over the past year, 8.56 percent over the past three years, 6.76 percent over the past five years, and 6.42 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||3.6%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||6.4%|
The investment seeks a combination of current income and preservation of capital with capital appreciation. The fund invests in a combination of underlying securities representing a variety of asset classes and investment styles. The fund will typically target about 40% of its net assets in equity securities and about 60% of its net assets in fixed income securities. It may invest 5% to 50% of net assets in foreign securities, and up to 10% of net assets in emerging market securities.
Fees are High compared to funds in the same category.
Delaware Foundation Conservative Allocation Fund has an expense ratio of 1.13 percent.
Risk is Average compared to funds in the same category according to Morningstar.