2 / 5 Stars
2 3 2 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#59 in Foreign Large Value
U.S. News evaluated 93 Foreign Large Value 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 17.46 percent over the past year, 4.02 percent over the past three years, 17.06 percent over the past five years, and 5.75 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||17.1%|
|10 Years (Annualized)||5.8%|
The investment seeks long-term growth without undue risk to principal. The fund normally invests at least 80% of its assets in equity securities. It invests at least 65% of total assets in equity securities of issuers that are organized, have a majority of their assets, or generate the majority of their operating income outside the United States. It may invest more than 25% of assets in the securities of issuers located in the same country.
Fees are Above Average compared to funds in the same category.
Delaware International Value Equity Fund has an expense ratio of 1.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.