5 / 5 Stars
5 5 1 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#11 in High Yield Bond
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 8.61 percent over the past year, 9.51 percent over the past three years, 18.53 percent over the past five years, and 9.71 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.0%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||9.7%|
The investment seeks high total return. The Portfolio will primarily invest its assets at the time of purchase in: (1) below investment grade corporate bonds rated BB or lower by S&P or similarly rated by another NRSRO; (2) securities issued or guaranteed by the U.S. government, its agencies or instrumentalities; or (3) commercial paper of companies rated A-1 or A-2 by S&P or rated P-1 or P-2 by Moody's or that may be unrated but considered to be of comparable quality. The fund may invest up to 25% of total assets in securities of issuers domiciled in foreign countries.
Fees are Above Average compared to funds in the same category.
Delaware Pooled Trust High-Yield Bond Portfolio has an expense ratio of 0.57 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.