4 / 5 Stars
5 3 2 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#55 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 3.36 percent over the past year, 1.84 percent over the past three years, 15.48 percent over the past five years, and 13.54 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-4.0%|
|3 Years (Annualized)||1.8%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||13.5%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in investments of emerging market issuers and invests at least 40% of its total assets in securities of non-U.S. issuers. It generally invests in equity securities of companies organized in, having a majority of their assets in, or deriving a majority of their operating income from, emerging countries. The fund may invest 35% of net assets in debt securities issued by emerging country companies, and foreign governments, their agencies, instrumentalities, or political subdivisions.
Fees are Low compared to funds in the same category.
Delaware Pooled Trust Emerging Markets Portfolio has an expense ratio of 1.20 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.