Delaware Healthcare Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

#22 in Health

U.S. News evaluated 33 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Delaware Investments funds

See full Health rankings

See more fund rankings

Performance

The fund has returned 33.24 percent over the past year, 22.22 percent over the past three years, and 27.13 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 13.0%
1 Year 33.2%
3 Years (Annualized) 22.2%
5 Years (Annualized) 27.1%
10 Years (Annualized) N/A

See more DLHAX performance

Summary

The investment seeks maximum long-term capital growth through capital appreciation. The fund invests at least 80% of its assets, plus the amount of any borrowings for investment purposes, in the equity securities of healthcare companies, meaning companies that develop, produce, or distribute products or services related to the healthcare or medical industries and derive a substantial portion, that is, more than 50%, of their sales from products and services in the healthcare industry. It invests in U.S. and non-U.S. companies across all market capitalizations. The fund may invest up to 50% of its total assets in non-U.S. companies. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Delaware Healthcare Fund has an expense ratio of 1.38 percent.

See more DLHAX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more DLHAX risk

See Also:

Top Delaware Investments Funds