3 / 5 Stars
5 5 3 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#11 in Global Real Estate
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 3.01 percent over the past year, 9.42 percent over the past three years, and 21.70 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||4.6%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||21.7%|
|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 invests primarily in REITs and other equity securities. The fund will invest at least 40% of its total assets in securities of non-U.S. issuers, unless market conditions are not deemed favorable by the portfolio manager, in which case the fund would invest at least 30% of its net assets in securities of non-U.S. issuers. 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 1.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.