4 / 5 Stars
4 4 3 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#4 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 12.63 percent over the past year, 5.96 percent over the past three years, 12.01 percent over the past five years, and 6.67 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||6.0%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||6.7%|
The investment seeks maximum long-term total return. The Portfolio 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 opinion of the Portfolio's sub-advisor are undervalued at the time of purchase based on the fundamental analysis. It will invest at least 80% of its net assets in equity securities. Under normal circumstances, the Portfolio will invest at least 40% of its total assets in securities of non-U.S. issuers. It may invest up to 30% of its net assets in securities of issuers in the commercial banking industry.
Fees are Above Average compared to funds in the same category.
Delaware Pooled Trust International Equity Portfolio has an expense ratio of 0.88 percent.
Risk is Low compared to funds in the same category according to Morningstar.