5.7 in Foreign Large Value
U.S. News evaluated 111 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 4 3 3 3 1 |
| Zacks Investment Research | 5 (Strong Sell) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | D- (Sell) |
Fund Overview
The investment seeks maximum long-term total return. The fund invests primarily in equity securities of companies that are organized, have a majority of their assets, or derive most of their operating income outside the United States, and that, in the adviser's opinion, are undervalued at the time of purchase based on fundamental analysis. Investments will be made mainly in marketable securities of companies located in developed countries. It normally invests at least 80% of its net assets in equity securities and invests at least 40% of its total assets in securities of non-U.S. issuers.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 6.7% |
| 1 Year | -1.5% |
| 3 Years (Annualized) | 15.6% |
| 5 Years (Annualized) | -2.9% |
| 10 Years (Annualized) | 7.0% |
Performance
The fund has returned -1.52 percent over the past year, 15.56 percent over the past three years, -2.86 percent over the past five years, and 7.02 percent over the past decade.
Holdings
Fees
Delaware Pooled Trust International Equity Portfolio has an expense ratio of 0.77 percent.