3 / 5 Stars
2 2 4 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 34 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 49.62 percent over the past year, 23.45 percent over the past three years, and 33.65 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||9.3%|
|3 Years (Annualized)||23.4%|
|5 Years (Annualized)||33.6%|
|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, 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 are Low compared to funds in the same category.
Delaware Healthcare Fund has an expense ratio of 1.63 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.