3 / 5 Stars
4 4 1 2 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 174 High Yield Bond 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 8.11 percent over the past year, 7.89 percent over the past three years, 16.83 percent over the past five years, and 7.77 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||7.8%|
The investment seeks total return and, as a secondary objective, high current income. The fund will invest primarily in corporate bonds rated lower than BBB- by Standard & Poor's (S&P), Baa3 by Moody's Investors Services, Inc. (Moody's), or similarly rated by another nationally recognized statistical rating organization (NRSRO). It may invest up to 25% of its total assets in foreign securities; however, the fund will limit investments in emerging market securities to 20% of its total assets. Under normal circumstances, the fund will invest at least 80% of its net assets in fixed income securities rated at the time of purchase lower than BBB-.
Fees are High compared to funds in the same category.
Delaware High Yield Opportunities Fund has an expense ratio of 1.81 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.