5 / 5 Stars
5 5 5 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#12 in Large Growth
U.S. News evaluated 463 Large Growth 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 27.86 percent over the past year, 18.37 percent over the past three years, and 18.99 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||25.8%|
|3 Years (Annualized)||18.4%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||N/A|
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.
Fees are Average compared to funds in the same category.
Delaware Pooled Large Cap Growth Equity Fund has an expense ratio of 0.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.