4 / 5 Stars
5 5 1 3 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#12 in Diversified Emerging Mkts
U.S. News evaluated 186 Diversified Emerging Mkts 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 18.68 percent over the past year, and 2.30 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||10.9%|
|3 Years (Annualized)||2.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in a broad range of equity securities of companies located in emerging market countries. Under normal market conditions, at least 80% of the portfolio's net assets will be invested in equity securities of issuers from countries whose economies are considered to be emerging. The fund may invest in companies of any size. It may invest more than 25% of its total assets in the securities of issuers located in the same country and may invest up to 10% of its net assets in real estate investment trusts.
Fees are Low compared to funds in the same category.
Delaware Pooled Em Markets II Fund has an expense ratio of 1.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.