9.4 in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 5 5 5 3 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | A+ (Buy) |
Fund Overview
The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities of large-capitalization companies. The fund adviser will generally consider large-capitalization companies to be those that, at the time of purchase, have total market capitalizations within the range of market capitalizations of companies in the Russell 1000® Growth Index. The fund invests primarily in common stocks of growth-oriented companies that the fund advisor believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 16.1% |
| 1 Year | 18.3% |
| 3 Years (Annualized) | 27.2% |
| 5 Years (Annualized) | 5.6% |
| 10 Years (Annualized) |
Performance
The fund has returned 18.28 percent over the past year, 27.16 percent over the past three years, and 5.57 percent over the past five years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.75 | 1.75 |
| Stocks | 91.14 | 91.14 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.11 | 7.11 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple, Inc. | AAPL | 52.75 | 7.38 |
| Visa, Inc. | V | 17.4 | 5.56 |
| MasterCard Incorporated A | MA | 15.93 | 5.44 |
| Google, Inc. A | GOOG | 0.16 | 5.39 |
| EOG Resources | EOG | 15.23 | 5.18 |
Fees
Delaware Pooled Large Cap Growth Equity Fund has an expense ratio of 0.64 percent.
