4 / 5 Stars
5 5 3 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#3 in Foreign Large Value
U.S. News evaluated 97 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 26.66 percent over the past year, 9.00 percent over the past three years, 11.83 percent over the past five years, and 7.72 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.9%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||11.8%|
|10 Years (Annualized)||7.7%|
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 U.S., and that, in the opinion of Mondrian Investment Partners Limited, the Portfolio's sub-advisor (Sub-advisor) are undervalued at the time of purchase based on its fundamental analysis. Investments will be made mainly in marketable securities of companies located in developed countries. 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 Below Average compared to funds in the same category according to Morningstar.