4 / 5 Stars
5 5 2 2 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 58 Global Real Estate 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 1.05 percent over the past year, 8.28 percent over the past three years, and 18.63 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
The investment seeks maximum long-term total return through a combination of current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. and non-U.S. real estate and real estate-related issuers. It will invest at least 40% of its total assets in securities of non-U.S. issuers. The fund may invest in companies across all market capitalizations and may invest its assets in securities of companies located in emerging market countries. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Delaware Pooled Global Real Estate Securities Portfolio has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.