3 / 5 Stars
3 2 4 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 38 Health 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 23.10 percent over the past year, 16.94 percent over the past three years, and 19.65 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||21.3%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||N/A|
The investment seeks maximum long-term capital growth through capital appreciation. The fund invests at least 80% of its assets in the equities 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 a significant portion of its assets in non-U.S. companies and may also invest in companies located in emerging markets. It is non-diversified.
Fees are Low compared to funds in the same category.
Delaware Healthcare Fund has an expense ratio of 2.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.